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It's not just a strategy.
It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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Our Services

We are Radetich Wealth ManagementTM, an independent wealth management financial firm in Redwood City, CA. We have more than 39 years of combined experience creating personalized retirement strategies for individuals, families, and professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to the services we offer. Instead, we offer you the highest quality education on the choices available to you from financial planning, fee-based consulting, and financial solutions. We focus on building you the right strategy, while meeting your risk tolerance and time horizon.

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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Curt Radetich

Curt Radetich

CEO & Founder

650-399-5636

curt.radetich@voyafa.com

A bit about me I have more than 39 years of financial services experience, so I can help you develop and implement holistic financial solutions. Specifically, I can: Help you review your goals for the future and compare them to how...

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Investment Assets for the Select Advantage IRA Advisory and the Select Advantage IRA.

Designed to accept initial contributions of $2,500 or more, rollovers or transfers from a qualified plan, including a 401(k), 403(b) and governmental 457(b) plan, as well as from other IRAs. Will accept direct transfers. Rolling a 457(b) to an IRA before age 59½ should be carefully considered. Any amount rolled from a 457(b) to an IRA will become subject to the IRS 10% premature distribution penalty tax. Available for traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, and inherited IRA (also known as beneficiary IRA).

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
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8 Financial Milestone Birthdays

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.
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16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.
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"Although it’s easy to forget sometimes, a share is not a lottery ticket… it’s part-ownership of a business."

- Peter Lynch

"By failing to prepare, you are preparing to fail."

- Benjamin Franklin

"If you want to live a happy life, tie it to a goal, not to people or things."If you want to live a happy life, tie it to a goal, not to people or things."

- Albert Einstein

"It takes as much energy to wish as it does to plan."

- Eleanor Roosevelt

"Never depend on a single income. Make an investment to create a second source."

- Warren Buffett

“Bull-markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.”

- John Templeton

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