Radius Wealth Management

Business Details

Your Trusted Partner for Financial Advisory Solutions in Boston

At Radius Wealth Management, we specialize in crafting personalized wealth strategies that align with your unique financial goals and lifestyle. With decades of combined experience in investment management, our team applies a strategic investment philosophy honed through years of navigating diverse market conditions. We prioritize personalized service, ensuring each client's portfolio is tailored to their specific needs rather than relying on generic solutions. Our approach integrates cutting-edge financial technologies and an evidence-based investment methodology, combining fundamental, quantitative, and technical analysis to deliver optimal results. We maintain rigorous daily monitoring of portfolio risk, position sizing, and volatility while utilizing proprietary buy-and-sell disciplines to enhance investment performance.

Our model portfolios emphasize low turnover, diversification, and tax-efficient long-term capital gains, with options for individual stocks or ETFs based on client preferences. As a Registered Investment Advisor (RIA) in Massachusetts, we adhere to strict regulatory standards while providing services nationally. Our commitment to transparency ensures clients receive comprehensive Form ADV disclosures annually. We focus on building lasting relationships through personalized service, addressing clients' evolving needs across retirement planning, tax strategies, estate planning, and intergenerational wealth transfer.

Services

Investment Management Financial Planning Retirement Planning Tax Minimization Estate Planning Portfolio Rebalancing Risk Management Wealth Transfer Qualified Plans ESG Portfolios

Highlights and features

Personalized Service tailored to your unique financial needs
Decades of combined investment management experience
Strategic investment philosophy tested through market cycles
Proprietary buy-and-sell disciplines for optimized performance
Transparent reporting with Form ADV disclosures annually

Associations and certifications

Registered Investment Advisor (RIA)

Website

Update Listing

Services

Investment Management

Our investment management service creates customized portfolios using individual stocks and ETFs. We employ proprietary buy-and-sell disciplines while monitoring risk, position sizing, and volatility daily. With low turnover and diversified strategies, we aim to achieve tax-advantaged long-term capital gains tailored to each client's risk tolerance and financial objectives.

Financial Planning

We develop comprehensive financial plans through a three-step process using Emoney and Riskalyze technologies. Our approach addresses retirement income, tax strategies, estate planning, and intergenerational wealth transfer. By breaking complex plans into manageable meetings, we ensure clear understanding and adaptability to life changes while maintaining focus on long-term goals.

Retirement Planning

Specializing in retirement income planning, we help clients navigate healthcare costs, tax implications, and sustainable withdrawal strategies. Our services include portfolio adjustments for pre-retirees and risk analysis to ensure financial security throughout retirement. We coordinate with tax and estate advisors to create holistic retirement solutions.

Tax Minimization

Our tax minimization strategies focus on optimizing investment structures and harvesting tax losses. We implement tax-efficient withdrawal strategies from retirement accounts and coordinate with clients' tax advisors. The approach emphasizes long-term capital gains treatment through strategic holding periods and portfolio positioning.

Estate Planning

We specialize in intergenerational wealth transfer strategies, coordinating with trust and estate attorneys. Our services include charitable gifting strategies, education funding plans, and business succession planning. We help clients structure their assets to meet legacy goals while minimizing estate tax implications through appropriate vehicle selection.

People

Nancy von Stackelberg

Principal and Co-Founder

With 35 years of experience, Nancy von Stackelberg is a CERTIFIED FINANCIAL PLANNER practitioner and former Fidelity vice president managing $1.1B in assets. She holds a Series 66 license and graduated from Colby-Sawyer College.

Christian von Stackelberg

Independent Investment Advisor and Partner

Christian brings 9 years of financial services experience, holding Series 65 and 1651 licenses. A Chartered Financial Consultant (ChFC), he specializes in investment research and portfolio management while supporting qualified plan solutions.

Cole Brann

Account Manager

Cole Brann manages client relations and back-office operations. A Northeastern University graduate with degrees in Business Administration and Project Management, he applies leadership skills from collegiate rowing to streamline client service processes.

Questions

What investment strategies do you use?

We employ a blended approach using fundamental, quantitative, and technical analysis. Our proprietary buy-and-sell disciplines focus on risk management, position sizing, and volatility control while maintaining low-turnover, diversified portfolios.

How do you approach financial planning?

Our three-step process uses Emoney and Riskalyze technologies to create adaptable plans. We break complex strategies into manageable meetings, focusing on retirement income, tax optimization, and estate planning tailored to your evolving needs.

What retirement planning services do you offer?

We provide comprehensive retirement planning including income strategies, healthcare cost projections, and sustainable withdrawal plans. Our services address pre-retirement portfolio adjustments and risk analysis to ensure financial security throughout retirement.

How are portfolios customized?

Portfolios are tailored to your specific goals using individual stocks, ETFs, or mutual funds. We offer growth, income, protection, and tax-minimization strategies while implementing ESG options for socially conscious investors.

Do you work with clients outside Boston?

As a registered investment advisor, we serve clients nationally. While our office is in Boston's Seaport District, we utilize digital tools to provide services to clients across the United States.