Broker Check

Family Financial Services

Tailored Financial Services for Families & Individuals

As an independent wealth management and advisory firm, Wooster Square has the freedom and flexibility to offer truly personalized solutions for your sophisticated wealth management needs. Wooster Square’s clients also enjoy high-end service and full engagement from our highly professional team across a wide range of services.

Wealth Management

Our wealth management services are designed to stay in step with your family’s sophisticated and often changing needs and goals. We will work closely with you to create a customized strategy that takes into account your time horizon and appetite for risk. Our fresh take on wealth management combines savvy investment management strategies with personalized planning and elegant execution. We’ll help you maximize your lifestyle as you pursue your current and future goals.

Explore Our Strategy

Fee-Based Financial Planning

Our fee-based financial planning services cater specifically to your unique needs. Wooster Square’s team of seasoned financial planners will provide you with bespoke, holistic wealth management strategies, ensuring that your financial objectives are targeted with precision and expertise. Through our commitment to a high-end experience, we will work alongside you to craft a custom financial plan, designed to protect and grow your wealth for years to come.

Retirement Planning

When you reach the age where work becomes optional, you want to feel confident about maintaining and maximizing your lifestyle. Our retirement planning specialists will develop a customized plan which takes into account your unique goals, assets, risk tolerance, and time horizon. We will help you make the most of your assets in retirement to maximize your income streams, while also positioning you to leave a legacy for your family.

Tax Planning Strategies

Wooster Square’s tax planning specialists can help you keep more of what you earn through effective, personalized tax planning strategies. Once we have identified your ideal strategies and opportunities for tax savings, we will work closely with your tax preparer to ensure your tax plans are put into action. We also stay up to date on the latest tax laws and revisit your situation each tax season to adjust for changing circumstances.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Insurance & Protection

As someone who has worked hard to build the life you have, protecting what matters most to you is a high priority. Our experienced insurance planning specialists can help assess your risk exposure and find the most appropriate coverage options to help build more security into your financial future. We offer a range of insurance planning options — including term, universal life, whole life, long-term care, and disability — to help safeguard your financial well-being and that of your family.

College Planning

Investing in higher education is a crucial step towards securing the future for the next generation in your family. Our education planning specialists can help you project expenses, set goals, and select the most appropriate and effective savings and investment vehicles to help ensure your children and grandchildren have access to a lifetime of opportunities, starting with a quality education.

Divorce Planning

Addressing the financial considerations of divorce is both crucial and potentially stressful. We can help ease the burden this process places on individuals, as our experienced team provides trusted guidance and works closely with your legal counsel to secure a favorable and financially equitable settlement. Let us help you navigate the financial complexities of divorce with finesse and confidence.

Estate Planning

Effective estate planning is key to preserving your legacy and protecting your loved ones. Wooster Square’s estate planning specialists coordinate with your legal representatives to guide you through a comprehensive estate planning process and to ensure your plans reflect your latest circumstances. Let us help you leave a lasting legacy while minimizing administrative and financial burdens for your family.

Charitable Planning

As active members in our community, we understand the importance of giving back to worthy causes and organizations. Why not maximize the impact of your charitable giving with the help of an experienced Wooster Square advisor? We’ll help you define your giving goals, select the most effective tools and vehicles, and maximize tax benefits for your generosity. Let us help you leave a lasting legacy of effective generosity.

Have a Question? Reach out Today.

Thank you!

Our Team

Our team is highly experienced, using time-tested strategies. And yet, we stay fresh in our execution. We invite you to put our elite experience to work for you.

Meet the Team

Our Approach

Our advisors engage on a highly personal level to deliver a premium client experience and truly customized solutions our clients trust.

Our Approach

Contact Us

If you’re ready to work with an elite firm to maximize your lifestyle, fill out our contact card, and get ready to embark on your premium client experience.

Contact Us Today