Wealth Management & Investment Advisory Services
Our primary goal at Radix Wealth is to improve the financial situation of each of our clients by meeting their unique investment objectives and providing access to personalized advisory services. We are committed to working with you, your family, and your business throughout the investment management and financial planning process as your goals and objectives evolve, questions arise, and as your life changes.
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What are your goals, time frame, and risk tolerance? What is your investment strategy?
Asset allocation
Asset location
Tactical allocation
Taxable savings strategy
Tax-efficient investing
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What retirement plans do you have, how are these assets allocated, and how are they invested?
Benefits and Social Security
Income strategy
Personal accounts (taxable, IRA, annuity)
Savings strategy
Workplace investments
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Is charitable giving important to you and your family? Have you explored different strategies to transfer assets to the charities you choose?
Donor-advised funds
Gifting appreciated securities
Generational/family involvement
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Have you worked with your attorney and tax specialist to draft an estate plan? What estate planning concerns do you have?
Charitable giving
Estate protection
Trusts
Wealth transfer
Wills
Do you want to provide any financial assistance to parents, children, and/or grandchildren? What type of legacy is important to you?
Assisting parents and relatives
Education
Legacy
Living expenses (children and parents)
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Do you understand and are you taking full advantage of any employer and executive benefits available to you?
Stock options
RSUs
Deferred compensation
Potential insurance benefits
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Would you like to fund education for any of your family members? How much are you willing to contribute? How much responsibility do you want the recipient to have?
529 plans
UGMA/UTMA
Brokerage
Gifting
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What have you done to protect your family’s income? What are you doing to hedge against rising costs?
Disability
Healthcare and long term care
Inflation protected strategies
Outliving income
Family legacy plan