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.
Going Beyond Financial Advice: Stay Informed at Our Private Briefings
At Wooster Square Advisors, we pride ourselves on offering more than just financial advice—we provide exclusive, high-end experiences. This video showcases one of our private briefings, where clients receive savvy insights and sophisticated strategies in an intimate, one-on-one setting. This is just one of the ways we go above and beyond to keep our clients informed, engaged, and on the cutting edge of wealth management.
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.
A Comprehensive Wealth Management Guide for Medical Professionals
We support a life of purpose & practice.
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.
Our Approach
Our advisors engage on a highly personal level to deliver a premium client experience and truly customized solutions our clients trust.
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.