Areas We Serve
Where We Work
Radius Wealth Management is based in Boston's Seaport District. We work with individuals, families and business owners across New England, Florida and beyond, and each community has its own taxes, housing and planning questions.
The pages below describe what tends to matter in each place. They are general information. Individualized advice is provided only to residents of states where we are permitted to do so.
Massachusetts
Greater Boston
Boston and the towns around it, from Cambridge and Brookline to the Route 128 corridor.
- Arlington, MALong-time homeowners, public-sector careers and the Social Security rule change of 2025.
- Belmont, MATwo-career households, physicians and academics, and balancing college with retirement.
- Boston, MAOur home base in the Seaport District. Equity pay, home equity and business-owner plans.
- Brookline, MAHealthcare professionals near Longwood, practice owners and multi-family landlords.
- Cambridge, MAAcademic and life-science careers: stock awards, university plans and old accounts.
- Concord, MAThe move from paycheck to portfolio, family property, giving and legacy.
- Lexington, MARoute 128 technology careers, college and giving, and legacy planning.
- Needham, MAGrowing families, stock plans and bonuses, and employer 401(k) plans.
- Newton, MAValuable homes, multigenerational families, estate tax and institutional careers.
- Waltham, MAEmployer 401(k) plans: fiduciary duties, fee benchmarking and employee education.
- Wellesley, MAConcentrated holdings, estate tax, charitable giving and planning ahead of a business sale.
- Winchester, MAPeak earning years: workplace plans, job changes, insurance and guardianship.
Florida
Vero Beach and the Treasure Coast
Vero Beach, Indian River Shores and Sebastian. Meetings in the Vero Beach area are by appointment.
Vermont
Vermont
Vermont residents and families with a Vermont second home.
Not Sure Which Page Fits?
Tell Us Where You Live
We work with clients across New England, Florida and beyond. Reach out and we will talk through how we can help.
This page is general information, not individualized investment, tax or legal advice. Radius Wealth Management LLC provides individualized advice to residents of a state only where permitted. Our office is at 1 Marina Park Drive #1410, Boston, MA 02210. Meetings in Vero Beach, Florida are by appointment.