About Us

Our Story

Radix Wealth is an independent wealth advisory and asset management firm headquartered in Scottsdale, Arizona. We are founded upon the belief that successful people need a team of advisors from various disciplines that can work together to develop the best strategy for you.  As a fiduciary financial advisor, we hold ourselves to a higher standard and are committed only to client success.

 

We focus on providing comprehensive financial advice and risk management to our clients. We offer a broad spectrum of customized wealth management solutions, including investment strategy, retirement planning, income protection, and asset protection. 

Radix Wealth looks forward to partnering with you and being a part of your winning legacy.

Our Values

At Radix Wealth, we are committed to providing exceptional wealth management services built on a foundation of trust, communication, and personalized service. As a privately owned firm, we answer only to our clients.

Personalized Attention

Your financial journey is unique, and we believe your wealth management plan should reflect that. We take the time to understand your goals, values, and concerns, crafting strategies tailored specifically to you.

Independent & Client-First

As an independent firm, we have the freedom to provide unbiased advice and select the best strategies for you. Our success is built on long-term relationships, not transactions.

Clear & Proactive Communication

We keep you informed, engaged, and confident in your financial future. Whether through regular check-ins, transparent reporting, or thoughtful insights, we prioritize clear and open dialogue.

Disciplined & Strategic Guidance

We combine expertise with a disciplined approach to help you navigate market complexities and make informed financial decisions. Our focus is on building lasting financial security with carefully designed, forward-thinking strategies.

At Radix Wealth, we are not just a financial advisor—we are your trusted partner in wealth management, dedicated to helping you build and preserve your legacy.