Get to Know Us
Nancy von Stackelberg
Principal and Co-Founder
Nancy has 35 years of investment and financial services experience. Nancy was previously a vice president and portfolio manager at Fernwood Investment Management for more than 5 years, where she focused on managing high-net-worth families. Prior to that, Nancy served as a vice president and senior account executive at Fidelity where she worked with more than 400 high-net-worth family relationships, totaling more than $1.1 billion in assets. Nancy has served a multitude of clients, assisting them with asset allocations, financial planning, retirement and insurance needs. Prior to Fidelity, Nancy was a portfolio manager at Bainco International Investors where she also served on the investment committee. Nancy started her career with Merrill Lynch in 1972. Nancy is a graduate of Colby-Sawyer College in New London, NH., holds a series 66 license, and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Christian von Stackelberg, CHFC®
Independent Investment Advisor and Partner
Christian is a Registered Investment Advisor at Radius Wealth Management. Christian brings over 9 years of financial services experience for his clients. Working closely with clients, Christian offers independent investment advice, an open architecture investment platform and a high level of personalized service. When not working with clients, Christian helps support the firm's investment line up research, selection, trading and portfolio management services.
Christian passed his Series 65 and 1651 exam and is a SEC Registered Investment Advisor in the state of Massachusetts. He is also a Chartered Financial Consultant ChFC® and licensed producer for life insurance. He previously worked as a developer and consultant for solar thermal, PV, bicycle sharing and other start-up businesses in the greater Boston area. Christian lives with his wife Sara in Arlington, Massachusetts.
Richard A. Huot DDS
Financial Planner
Dr. Richard Huot is the founder of Beachside Dental Consultants, Inc., and a financial planner with Radius Wealth Management, serving clients from offices in Boston and Vero Beach. He focuses on helping healthcare professionals build comprehensive financial plans for today’s needs and tomorrow’s goals.
Outcomes include:
- practice transitions / buy-sell planning
- retirement and long-term investment strategy
- tax-aware planning
Dr. Huot has lectured across the United States and Canada on financial wellness, and his articles have been featured in Dental Economics, Dentistry Today, AGD Impact, ADA News, and other national and state dental publications.
He retired from the USAF Reserve Dental Corps after 30 years in 2012, including command of a highly deployed medical squadron during his final two years. He also owned a private dental practice from 1985 to 2008.
Dr. Huot is a graduate of the College of Financial Planning, holds the Chartered Financial Consultant designation from the American College of Financial Services, and is a Florida health and life insurance producer. He lives in Vero Beach with his wife, Joanne, and enjoys tennis, bicycling, and traveling.
Cole Brann
Account Manager
Cole is an Account Manager specializing in client relations and back-office operations. A former varsity athlete on Northeastern University’s men’s rowing team, he holds a bachelor’s degree in Business Administration and Communications. Having completed a master’s in Project Management at Northeastern University’s College of Professional Studies, Cole applies his leadership skills and strategic mindset to effectively support clients and streamline operations.