We had a fantastic turnout for our October 27 dinner at Ruth’s Chris Steak House in Waltham! We had a great evening connecting with clients and guests, sharing ideas, and learning from knowledgeable speakers in person and via Zoom.

We covered a range of topics, including alternative investments, portfolio diversification, and tax-efficient investing strategies. A big thank-you to our guest speakers: Patrick LeBlanc of Ancorato, Matthew Incitti of Hamilton Point Investments, and Julian Bloom of Causeway Securities. Christian von Stackelberg of Radius Wealth Management also shared insights.

Thank you to everyone who joined us and helped make this event such a success!

At Radius Wealth Management, we believe informed decisions start with meaningful conversations. Interested in learning how these strategies could fit into your financial plan? Contact our team to schedule a conversation and explore how we can help you work toward your financial goals.