What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

City Square Wealth Management

Name: City Square Wealth Management
Address: Boston, MA, US
Telephone: 617.580.4186
Price range: $

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City Square Wealth Management

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Empowering clients with confidence and clarity ever stage of their financial journey.

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10/13/2026

Inflation remains stubborn, investment in AI continues at a remarkable pace, and markets around the world are pushing higher, even as interest rates and geopolitical uncertainty create new crosscurrents.

Join us for our Q3 Market Update as we break down what’s driving markets today, where risks and opportunities are emerging, and what investors are watching for the remainder of the year.

Click the link below to register.

https://zoom.us/webinar/register/WN_rxzCqUSoQTuMzZ0xC8Ncgw #/registration

10/08/2026

Happy 5th with City Square, Courtney! 🎉You bring intelligence, authenticity, and a genuine desire to help your clients make smart decisions about their financial lives. Your thoughtful approach and commitment to doing right by your clients come through in everything you do. We’re so grateful to have you at City Square - cheers to 5 years, Courtney! 🥂

10/05/2026

This past weekend, we had the pleasure of welcoming our clients and their families to Tougas Family Farm for our annual client appreciation event. From apple picking and hayrides to seasonal treats and family activities, it was a wonderful morning filled with fall fun, good conversation, and time together outside the office.

We’re incredibly grateful for the clients and families who make our work so meaningful!

From our City Square family to yours, thank you for being part of our community 🧡

10/02/2026

Today our City Square Wealth Management team spent the day volunteering at the Greater Boston Food Bank in Boston. We had fun prepping 9,000 meals and learning more about how the GBFB fuels our communities.

It was great to return to an organization we’ve had the opportunity to support and spend the day working together to give back to our community. We’re grateful for the opportunity to contribute and for the work the Greater Boston Food Bank does every day to support individuals and families across Greater Boston.

09/22/2026

Complex financial decisions call for thoughtful advice - not more complexity. At City Square, we focus on making financial planning approachable and actionable. We translate the details into strategies that connect to what matters most, helping our clients move forward with confidence.

Thoughtful advice. Practical strategy. A plan built around you.

09/14/2026

Happy 5th anniversary to Marley! For 5 years, she’s been an essential part of the City Square team, bringing a calm, steady presence and an incredible ability to keep things moving behind the scenes. We’re so grateful for all she does for our team and our clients! 🤩🥳

09/10/2026

Unstoppable 🚀

We had an incredible few days at Integrated Partners’ Annual Conference, celebrating 30 years of partnership, growth, and innovation.

From Navy SEAL leadership lessons to the AI edge, and a champion mindset with insights from Scottie Scheffler’s sports psychologist, there was plenty to take away.

The focus? Culture. Connection. Relationships. Inspired by what’s ahead!

09/08/2026

Happy 10th anniversary to Matt! A thoughtful advisor, steady leader, and trusted teammate.

Matt brings a smart, practical perspective to everything he does. We’re so lucky to have you on the City Square team! 🎉⭐️

09/03/2026

The backpacks are packed, the 1st day outfits are ready, and another school year is officially underway! We’re excited to share a few of the smiling faces (for now 🤓) that make up the City Square family.

Wishing all of our students a wonderful year filled with new adventures, good friends, and plenty of learning along the way! Happy back to school ✏️📚

07/04/2026

As we celebrate Independence Day and look ahead to America’s 250th anniversary, we’re grateful to call Charlestown home - a community where so much of our nation’s story began. The history that surrounds us is a reminder of the vision, resilience, and commitment that help build a brighter future.

From all of us at City Square Wealth Management, we wish you a safe, happy, and meaningful Fourth of July.

Address

Boston, MA

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

617.580.4186

Website

https://citysquarewealth.com/

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459 Broadway Suite B3, Everett

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