A Relationship-Led Wealth Advisory Firm.

Comprehensive wealth management, long-term partnership

Based in Arizona. Rooted in the Pacific Northwest. Serving clients nationwide.

Integrated Planning

We work with clients to organize and coordinate the key areas of their financial life—retirement, investments, taxes, transitions, estate considerations, and charitable giving—into a cohesive plan aligned with their priorities and circumstances.

Straightforward Investing

We manage portfolios using established investment research and tax-aware strategies aligned with the broader financial plan. Investment decisions are made within a disciplined, plan-driven framework, without unnecessary complexity.

Coordinated, Ongoing Advice

Planning and investment activity is coordinated across accounts and priorities, with attention to sequencing and implementation. As circumstances change, priorities are reassessed and next steps determined.

Direct Advisor Support

Clients work directly with an advisory team that understands the context behind their financial decisions and maintains continuity over time.

Multigenerational Continuity

Many clients work with us across parents, adult children, and grandchildren. Our approach supports financial planning across life stages and generations, with an emphasis on long-term perspective and continuity.

Charitable & Legacy Planning

Charitable giving and legacy considerations are evaluated as part of the broader financial plan, with attention to tax efficiency and long-term priorities. Conversations may include donor-advised funds, appreciated securities, qualified charitable distributions, and family legacy planning.

Our Team

Our firm is based in Arizona, but many of our client relationships—and our own history—originate in the Pacific Northwest. We stay closely connected to the region and the families we serve.

Deep Roots in the Pacific Northwest

Tim Boyle

President & Chief Investment Officer, Chief Compliance Officer

Tim has spent his career working with individuals and families on clear, grounded financial decision-making. Clients value his calm approach, long-term perspective, and ability to bring order to complex situations—whether planning for retirement, navigating a major transition, or coordinating wealth across multiple generations.

As CIO and CCO of Radix Wealth, Tim oversees the firm’s investment philosophy, portfolio construction, and compliance program. He is committed to delivering evidence-based strategy, disciplined oversight, and a reliable advisory relationship for every client.

Jenny oversees the operational and administrative functions of Radix Wealth, including onboarding, client service, and internal systems. She is responsible for ensuring organized, accurate, and consistent processes across every client relationship, contributing to a smooth and reliable client experience. Her earlier career in dentistry informs the detail-focused approach she applies to the firm’s day-to-day operations.

Owner & Founder

Jenny Burke

Who We Work Best With

Over time, we’ve found that our work is most effective in long-term advisory relationships built around clear planning and thoughtful execution.

Our clients typically have accumulated meaningful complexity in their financial lives and are looking for an advisory relationship that brings structure, coordination, and follow-through—without unnecessary noise.

What tends to matter to people we work with

  • Clear explanations and sound reasoning

  • Integrated planning and execution

  • A disciplined, long-term approach to investing

  • Decisions evaluated in the context of the full financial picture

  • Responsive, consistent communication over time

  • Ability to delegate while remaining informed and engaged

Where we are often most helpful

  • Retirement or major life transitions

  • Liquidity events or significant change

  • Family complexity or multigenerational considerations

  • Evaluating possible consequences, not just options

  • As financial complexity increases

  • Issues where timing and sequencing matter

For the PNW Marine Community

While we work with families from many backgrounds, we have a particular affinity for the Pacific Northwest marine community.

We have a clear understanding of the financial realities relevant to boating, boat ownership, and marine-related businesses, including liquidity planning, capital-intensive assets, and long-term planning considerations.

If your life or work is connected to the water, we’re well positioned to support you.

FAQs

Who holds client assets?

Client assets are held at independent qualified custodians, including Fidelity-affiliated broker-dealer, National Financial Services, LLC, member FINRA, or Charles Schwab & Co., Inc., member FINRA. We recommend a custodian based on client needs and preferences. Radix Wealth does not take custody of client assets.

1

What should I expect regarding fees?

2

Fees are discussed clearly during the introductory process. We review our fee schedule with you directly and are always happy to answer questions. Each client’s fees are explicitly disclosed and documented in the advisory agreement you sign.

Radix Wealth is privately owned and operated. This structure allows us to prioritize long-term client relationships and decision-making, without pressure to scale rapidly or standardize advice.

3

How is the firm structured?

How involved will I need to be?

4

Client involvement varies. Some clients are highly engaged, while others prefer a lighter touch. We tailor our approach accordingly.

How do you work with other professionals?

5

We frequently coordinate with clients’ CPAs, estate attorneys, and other trusted professionals to ensure planning is coordinated and aligned.

Get in Touch

If you’re considering an advisory relationship, we welcome an introductory conversation.