Integrated Partners, a national financial planning and registered investment advisory (RIA) firm serving more than $25 billion in assets under advisement (AUA), has announced that City Square Wealth Management has joined the firm’s advisor network. Based in Charlestown, Mass., City Square brings approximately $850 million in client assets and a 15-person team, including six advisers and nine support professionals.
Built around holistic financial planning and multigenerational client relationships, City Square serves families seeking comprehensive guidance across the many decisions that shape long-term financial well-being. The affiliation gives the team access to expanded resources while preserving the collaborative culture and personalized service model that have supported its growth.
Through Integrated, City Square will gain access to the firm’s proprietary Integrated Advisor Dashboard, which helps advisers streamline operations and deepen client engagement, as w
