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Our Highly Engaged Approach

We Prioritize Your Values

When we say we are highly engaged, we mean it. Our process begins with an in-depth discovery meeting. We’ll explore what you value most in life, so we can keep your personal values at the forefront of every plan and piece of advice we deliver. We are dedicated to understanding you and creating a customized wealth management strategy that aligns with your unique priorities and aspirations.

Your Dreams and Goals Shape Our Recommendations

Your Dreams and Goals Shape Our Recommendations

Wooster Square’s financial solutions are not one-size-fits-all. We tailor our recommendations to fit your personal specifications. To do this, we will help you identify, clarify, and prioritize your current, intermediate, and long term goals. As your aspirations evolve over time, our team will pivot to make adjustments and to accommodate your changing needs.

Let’s Determine Where You Are, Together

Let’s Determine Where You Are, Together

To help you pursue your goals for tomorrow, we need a clear understanding of where you are today. We will work with you to gather, organize, and analyze your financial information. We will use this detailed analysis to craft a comprehensive, sophisticated financial plan designed to maximize your assets and your lifestyle.

For a Life Well-Lived at Every Stage

As you go throughout life, your needs and goals will continually evolve. We offer sophisticated financial planning and fresh solutions designed to change with you, for a life well-lived at every stage.

Starting<br/>Out

Starting
Out

Growing Wealth

Growing Wealth

Nearing Retirement

Nearing Retirement

Living in Retirement

Living in Retirement

We Stay Engaged with Your Plan&#8217;s Execution

We Stay Engaged with Your Plan’s Execution

Planning is important, but so is flexibility. You need an agile, highly engaged team that can adapt to your changing needs. Once we have put your plan into motion, we will continually monitor your progress and make adjustments. Our absolute engagement ensures your plan and its implementation stay in step with your goals. We believe in the power of partnership, working closely with you every step of the way to ensure that your wealth management journey is both successful and fulfilling.

Curated Content

We carefully curate educational financial articles to empower individuals in their financial journey. From budgeting tips to retirement planning strategies, these articles provide valuable insights and information to increase financial literacy and to help make informed decisions.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
Learn More

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

About Us

For affluent families, business owners, and professionals, Wooster Square offers sophisticated, high-touch wealth management services and savvy advice.

About Us

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