Broker Check

Our Business Services

Custom Solutions for Business Owners and Professionals

As an independent advisory firm, we understand what it takes to build and grow your business from the ground up. That is why many of our advisors specialize in serving contractors, medical professionals, business owners, and other professionals in the New Haven area and all along the east coast. We want to help you maximize your efforts so that, whenever you want, you can sit back and enjoy your successes.

Retirement Plan Consulting for Company 401(k) Plans

Offering a retirement plan for your employees can help you attract quality talent and increase employee satisfaction (which also helps reduce turnover). But sponsoring a retirement plan can also be both time-consuming and risky. Wooster Square’s retirement plan consultants will not only dramatically reduce your administrative load, but we will also reduce your risk exposure as we assume a fiduciary role in overseeing your plan’s design, implementation, and performance.

Group Plan Participant Education

Retirement plans are better for all parties when participation is high. Our experienced team can offer group educational sessions to inform your employees of plan details, benefits and options, as well as small group and individual consultations. We understand the importance of retirement planning for the long-term success of your business, and our team is dedicated to providing personalized guidance and support to ensure that your employees are equipped with the knowledge and resources necessary to make informed decisions about their financial future.

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