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Submitted URL: http://radiclewealth.com/
Effective URL: https://radiclewealth.com/
Submission: On January 19 via api from US — Scanned from DE
Effective URL: https://radiclewealth.com/
Submission: On January 19 via api from US — Scanned from DE
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Text Content
Radicle Wealth Management Client Login * Our Purpose * Our Firm * Contact Us * Client Login RADICLE [R˘AD˜I-KEL] THE PART OF A SEED THAT DEVELOPS INTO THE PRIMARY ROOT. OUR PURPOSE We believe wealth management is a partnership of people, money, and values. We are committed to building and maintaining a firm foundation - strong roots – from which your family may thrive now and across generations. As an independent firm with institutional resources, we offer comprehensive wealth services and resources tailored to your values and goals. We prioritize collaborative and purposeful decision-making based on detailed and transparent analysis. We actively identify and implement personalized solutions, navigating through uncertainty and enabling discovery of new opportunities. Holistic wealth management is a journey. Plant. Grow. Harvest. Repeat. OUR FIRM JOSHUA W. MOULLET CFP® Josh Moullet is a co-founder of Radicle Wealth Management and CERTIFIED FINANCIAL PLANNER. Previously, he founded and provided comprehensive financial services through Moullet Wealth Management. Josh began his financial advisory career in 2004 with Diversified Financial Concepts. For more information regarding Josh’s background as an investment professional, please visit FINRA’s BrokerCheck. SHAWN E. CONTENTO CERTIFIED FINANCIAL FIDUCIARY® Shawn Contento is a co-founder of Radicle Wealth Management. She began her financial advisory career in 2001 with Diversified Financial Concepts before founding her own firm in 2011, Contento Financial Planning. Shawn attained the Certified Fund Specialist designation in 2012, and her Certified Financial Fiduciary® in 2021. Prior to her career in financial services, Shawn worked in education for 18 years. For more information regarding Shawn’s background as an investment professional, please visit FINRA’s BrokerCheck. CONTACT INFORMATION For additional information or to arrange a meeting, please call, email or use the form below. Our offices are located in Seattle and Tacoma. Seattle 701 Fifth Ave. Ste. 4200 Seattle, WA 98104 206.922.2966 Tacoma 2602 N. Proctor St. Ste. 201 Tacoma, WA 98407 253.686.2488 Email: info@radiclewealth.com This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Copyright © 2024 Radicle Wealth Management Woodbury Form CRS Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Advisor. Radicle Wealth Management and Woodbury Financial Services, Inc. are unaffiliated entities. Securities licensed in AK, AL, AZ, CA, CO, ID, MN, MT, NV, OR, PA, RI, TX, UT, WA and WI. This communication is strictly intended for individuals residing in these states. No offers may be made or accepted from any resident outside the specific states referenced. Please note that diversification does not ensure a profit or guarantee against loss. Neither Woodbury Financial Services, Inc. nor its representatives offer tax or legal advice; consult your tax or legal advisor on these matters.