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City Square Wealth Management

EST. AUM
$850,000,000

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Firm Details

Metro area Boston
CRD Number
Website citysquarewealth.com
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Overview

City Square Wealth Management is a Charlestown-based registered investment advisor (RIA) that joined the Integrated Partners network in May 2026. The firm specializes in comprehensive financial planning and investment management for high-net-worth individuals and business owners. Its holistic approach integrates tax strategy, estate coordination, and executive benefits into a single unified plan. As a fee-only advisor, the firm emphasizes independent, objective advice tailored to the complex needs of multi-generational families and entrepreneurs.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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