Just a brief tour of our office and a few conversations with members of our team will give you some powerful insights into our firm’s experience and professionalism. Many of our advisors have worked on Wall Street, and we have been around long enough to see our fair share of bulls and bears come and go. We employ time-tested strategies coupled with fresh ideas to deliver sophisticated solutions that yield real results and instill trust in our clients over time. Wooster Square invites you to get to know us and put our valuable experience to work for you.
We utilize our strategies in unique and highly-personalized ways. There is not a lot we have not seen, and our clients rest easy knowing that. We take pride in our commitment to building long-term relationships with our clients, rooted in trust, transparency, and personalized service.
Managing Partner | Wealth Manager
Partner | Wealth Manager
Client Services Manager
For affluent families, business owners, and professionals, Wooster Square offers sophisticated, high-touch wealth management services and savvy advice.
Our advisors engage on a highly personal level to deliver a premium client experience and truly customized solutions our clients trust.
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.