• What makes Radiant Wealth Management different from other advisory firms?

    At Radiant Wealth Management, we pride ourselves on our deep experience, personalized service, and proactive approach to financial planning. With decades of expertise, we combine a tailored, high-touch service with proactive advice that’s initiated by us ensuring your financial strategy evolves with your life. Our commitment to building lasting relationships allows us to understand each client’s unique goals, creating a partnership that extends beyond typical financial management.

  • What is your investment philosophy?

    Our investment philosophy centers on the factors that truly drive results: performance, cost efficiency, tax strategy, and the risk-reward balance. We focus on delivering long-term, sustainable growth while minimizing unnecessary costs, optimizing tax efficiency, and carefully managing risk to align with your personal goals. This approach ensures that every decision we make is aimed at maximizing your returns in a way that is cost-effective, tax-smart, and well-suited to your risk tolerance.

  • What does it mean that you act as a fiduciary, and how does it benefit me?

    As fiduciaries, we are legally and ethically bound to act in our clients' best interests at all times. This responsibility means that every recommendation and strategy we provide is based solely on what is best for you, without any conflicts of interest. Our commitment to transparency and alignment ensures that our financial planning and asset management services focus exclusively on meeting your goals, protecting your assets, and enhancing your financial well-being.

  • How does your asset management service work?

    Our Asset-Based Management services are designed to align with your financial goals and risk tolerance. We collaborate with Schwab and NewEdge Advisors to oversee and implement your portfolio, while also staying actively engaged in your financial plan's progress.

  • Do you have access to TIAA accounts?

    Yes, we have a relationship with TIAA that allows us access to client accounts and their service team. This enables us to integrate your TIAA-held assets into a comprehensive financial plan, ensuring they’re aligned with your broader financial goals.

  • Do you offer family pricing?

    Yes, we offer family pricing, which allows us to extend our services across multiple family members at a combined, reduced rate. This option is ideal for families looking to coordinate financial planning across generations, ensuring alignment in wealth transfer, tax efficiency, and estate planning for a unified strategy.