City Square Wealth Management

City Square Wealth Management Empowering clients with confidence and clarity ever stage of their financial journey.

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This Memorial Day, we honor the courage and sacrifice of the servicemen and women who gave their lives for our country. ...
05/22/2026

This Memorial Day, we honor the courage and sacrifice of the servicemen and women who gave their lives for our country. As we spend time with family and friends this weekend, we pause in remembrance and gratitude for those who made those moments possible. Wishing you a safe and meaningful Memorial Day weekend.

Big news from the City Square team! After 20 wonderful years, we’re stepping into a new chapter. We are proud to annou...
05/11/2026

Big news from the City Square team!

After 20 wonderful years, we’re stepping into a new chapter. We are proud to announce that our team has officially transitioned to an independent advisory model, partnering with Integrated Partners and Fidelity Investments.

While our resources have expanded, our mission remains the same: providing the tailored, thoughtful advice your family depends on. What matters most remains unchanged: we are still City Square, and we are still your team.

We are incredibly grateful for your trust over the last two decades and couldn’t be more excited for what lies ahead!

We’re excited to cheer on a very special runner today, City Square’s own Bobby Pearl! Bobby will be making the 26.2-mile...
04/20/2026

We’re excited to cheer on a very special runner today, City Square’s own Bobby Pearl! Bobby will be making the 26.2-mile journey from Hopkinton to Copley Square in the Boston Marathon. Bobby is running in support of Dana-Farber Cancer Institute, and we couldn’t be prouder of his dedication and hard work this spring. Good luck today, Bobby!

04/10/2026

What makes City Square Wealth Management unique? A collaborative culture, continuous growth, and a shared commitment to always put our clients first. It’s the foundation of how we serve our clients.

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03/19/2026

Our clients’ financial stories are deeply personal. Richard, CSWM Client since 2014, reflects on how his family’s history shaped his mindset around money. He shares how working with City Square Wealth Management gave him the confidence to plan wisely AND live fully. Financial clarity isn’t just about the numbers – it’s about peace of mind.

02/24/2026

Choosing a financial partner is about more than numbers – it’s about trust, people, and feeling supported – especially when life doesn’t go according to plan.

Suzanne, CSWM client since 2016, shared how having a clear strategy, regular check-ins, and a team who truly listens helped her feel confident, calm, and secure – no matter what came her way.

“It's amazing how much lighter you feel when you have people you trust helping you stay on track. City Square isn't just a financial partner. They're a step above.”

We’re grateful for clients who share their stories and allow us to be part of their journey.

This week, Kelly and Tia had the opportunity to travel to Austin, TX for the annual Ameriprise Advisor Growth Summit — a...
02/12/2026

This week, Kelly and Tia had the opportunity to travel to Austin, TX for the annual Ameriprise Advisor Growth Summit — an event dedicated to elevating advisor development and enhancing the way we serve our clients.

They took part in an action-packed agenda filled with professional learning, peer connection, and new strategies designed to strengthen both client experience and practice growth. From inspiring keynotes to hands on workshops (with a little Austin live music in the mix), the summit offered no shortage of insight.

Kelly's sister, who is an Ameriprise advisor as well, was also there and joined them for an evening out!

Our team is returning energized, inspired, and ready to put these new ideas into action to elevate the work we do every day.

Today, our team volunteered at Cradles to Crayons in Newton, helping sort and organize donated essentials for children a...
02/06/2026

Today, our team volunteered at Cradles to Crayons in Newton, helping sort and organize donated essentials for children and families across Massachusetts. This marks our seventh year supporting , and each visit reinforces how meaningful their work is. What may seem like small, behind the scenes tasks—sorting clothing, preparing packages, organizing materials—ultimately helps ensure that children receive the items they need with dignity and care. It’s a reminder of the collective effort required to strengthen our community.

We’re grateful for the opportunity to contribute and for the important work Cradles to Crayons does every day. Thank you for continuing to serve families with compassion and consistency.

01/30/2026

At City Square Wealth Management, we’ve always believed that true wealth isn’t just about numbers — it’s about confidence, clarity, and the freedom to live life fully. This video shares our story in our own words:

• Why we founded City Square
• The values that ground our work
• How we collaborate as a team
• The trust our clients place in us
• The commitment we bring to every conversation, every plan, every stage of life

You’ll also hear from a few clients who generously shared their experiences — stories of partnership, support, and the real impact thoughtful financial planning can have.
As the world grows more complex, our mission remains simple: Guide. Empower. Stand with our clients — every step of the way.

We’re proud to share a look inside who we are and what drives us.

Tax season is coming up! Here’s a simple guide to IRS mailing deadlines for key tax documents you may receive in your cl...
01/16/2026

Tax season is coming up! Here’s a simple guide to IRS mailing deadlines for key tax documents you may receive in your client portal or by mail. Some may arrive sooner. We hope you find this timeline helpful as you prepare for tax season!

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

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