Our Firm
The Attention of a Small Firm
Radius Wealth Management is an independent Registered Investment Adviser based in Boston’s Seaport District, and we also meet with clients in Vero Beach, Florida. We work with a select group of individuals, families and business owners, providing investment management, financial planning and retirement plan advice with the attention of a small firm.
Radius at a Glance
How We Can Help
Ways We Work With Our Clients
Individuals & Families
Planning for Retirement and Beyond
Investment management and financial planning for those thinking about, approaching or enjoying retirement.
- Investment management
- Retirement income planning
- Estate planning coordination
Business Owners
Retirement Plans for Your Team
401(k) plan advice for small and mid-sized businesses, including plan design, fiduciary support and employee education.
- 401(k) plan advisory
- Fee review and benchmarking
- Healthcare practices
Why Radius
What Clients Can Expect
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01
A Fiduciary Standard
As a Registered Investment Adviser, we are required to act in our clients’ best interests.
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02
Personalized Service
You are not placed in a one-size-fits-all portfolio. Your portfolio is tailored to your needs and preferences.
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03
Decades of Experience
Our team brings more than 50 years of combined investment management experience.
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04
Direct Access
You work directly with your advisor, not a call center, and can reach our team when you need us.
Where We Meet
Boston and Vero Beach
Boston, Massachusetts
The Seaport District
Our headquarters at One Marina Park Drive, steps from the Boston waterfront, with parking nearby.
- 1 Marina Park Drive #1410, Boston, MA 02210
- Monday–Friday, 9:00am–5:00pm
Vero Beach, Florida
Florida’s Treasure Coast
Dr. Richard Huot meets with clients in Vero Beach and along the Treasure Coast, in person or by video.
- Meetings by appointment
- 1-617-765-2200
Get Started
Request a Complimentary Consultation
A conversation about your goals and how we may be able to help, with no obligation.