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Sophisticated Planning to
Maximize Your Lifestyle

The fullness of a life well lived.
That’s the standard Wooster Square aims for with every
individually elegant wealth management plan we deliver.

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Plan Offerings
Planning to Enjoy Your Successes - In Every Area of Life

We offer a wide variety of financial solutions, all geared to help you flourish in whatever life phase you are enjoying.

Business Solutions

Wooster Square crafts customized business financial solutions to help you grow and scale your business as you envision it.

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Family Engagement

What do you want for your family and lifestyle? An additional home? More travel? Education? Your dreams are our benchmarks.

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Personal Planning

Financial independence means something different for everyone. We will design your solutions to cater to your refined interests.

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Experienced Guidance and Elegant Execution

Experienced Guidance and Elegant Execution

We are a well-established, independent wealth management and financial services firm. Our advisors have extensive experience in the financial sector and financial services industry. We’re not surprised by much, and we apply our time-tested strategies to highly personalized plans, helping you effectively navigate the market with poise and confidence.

Personalized Plans
Financial Solutions for Families & Business Owners

We cater to affluent families and businesses, offering personalized financial solutions designed to enhance and preserve wealth, by providing a tailored approach to securing long-term financial prosperity.

Bespoke Financial Plans
for Your Unique Family

Wooster Square creates tailored financial solutions for affluent families and individuals. Our highly personalized strategies include fee-based financial planning, wealth management, estate planning, tax planning, charitable gifts planning, and much more.

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Savvy Business
Planning & Solutions

We design polished, customized solutions for business owners — from retirement plan consultations to buy/sell agreements, executive benefits plans and more. Grow your business while focusing on the things you enjoy most in life.

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Planning for Business Owners and Professionals

Planning for Business Owners and Professionals

Wooster Square Advisors offer specialized financial guidance for business owners and professionals in the trades industry, as well as individuals in the medical community. We understand the unique challenges and opportunities you face and are positioned to help you build your business and enjoy your successes.

Meet the Team
Your Knowledgeable Team of Wealth Managers

Our highly experienced team is dedicated to delivering exceptional service and tailored financial strategies, ensuring that our clients pursue their financial goals with confidence.

Services
Wooster Square's Services

At Wooster Square, we identify effective strategies and provide savvy advice designed to target the complex, sophisticated needs of our affluent clients.

Financial Planning

We provide bespoke, holistic financial planning services designed target your goals with precision. Let our experienced team help position you to protect and grow your wealth for years to come.

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Wealth Management

Our fresh take on wealth management combines savvy investment management strategies with personalized planning and elegant execution designed to help you maximize your lifestyle.

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Retirement Planning

Whether you actually intend to retire or not, having a plan in place can give you greater confidence for the future and whatever it holds. We’ll help you optimize your assets in your work-optional years and beyond.

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Estate Planning

Our specialists will work closely with you and your legal counsel to develop a comprehensive plan that reflects your latest wishes and circumstances, ensuring your loved ones and estate are well-cared for.

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Charitable Giving

Wooster Square can help you maximize the impact of your charitable giving. We’ll help you define your goals and identify effective vehicles so you can make the most of your tax benefits.

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Business Services

We specialize in serving the sophisticated needs of contractors, business owners and medical professionals. Let us help you build and scale the business you envision, so you can focus on enjoying your successes.

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Helpful Content
Specialized Content Handpicked for Your Education

Read about real-time helpful topics to further your education towards financial literacy.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
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Understanding Homeowners Insurance

Understanding Homeowners Insurance

Purchasing homeowners insurance is critical for protecting your home.
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Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?
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Leaving a Lasting Legacy

This ebook explores charitable foundations with the goal of creating a legacy to last well beyond a single lifetime.

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