Integrated Partners, a national financial planning and registered investment advisory firm serving more than $25 billion in assets under advisement, has added City Square Wealth Management to its advisor network. The Charlestown, Massachusetts-based firm brings approximately $850 million in client assets and a 15-person team including six advisors and nine support professionals, deepening Integrated’s footprint in the Greater Boston market as the firm approaches its 30th anniversary.
City Square has built its practice around holistic financial planning and multigenerational client relationships, serving families seeking comprehensive guidance across the many decisions that shape long-term financial well-being. Through the affiliation, the team will gain access to Integrated’s proprietary Integrated Advisor Dashboard, which helps advisors streamline operations and deepen client engagement, as well as the CPA Alliance, a nationwide network designed to foster collaboration between advisors and tax professionals. The affiliation is structured to preserve City Square’s collaborative culture and personalized service model while providing the scale and technology infrastructure needed for its next phase of growth.
The addition of City Square follows recent affiliations with Scottsdale-based SIGIL Family Office and Denver-based Brick by Brick Wealth Advisors, reflecting continued recruiting momentum for Integrated as it builds toward its three-decade milestone. Integrated’s model combines financial planning, tax expertise, technology, and business support while preserving the independence and entrepreneurial culture of each advisory practice. The firm currently supports more than 220 advisors, 250 CPAs, and 116 regional offices across the United States.
City Square’s managing partners said the decision to affiliate with Integrated was driven by the firm’s planning-first philosophy and its alignment with the culture and client experience City Square has built over the years. The team said its clients’ needs are becoming increasingly complex, requiring expanded planning capabilities and a more connected service model that the Integrated platform is designed to support.
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“City Square has built an impressive business rooted in trust, thoughtful planning and enduring client relationships. Their team reflects the type of growth-minded, planning-first firm that thrives at Integrated. We are proud to welcome them and look forward to supporting their continued success.”
Andree Mohr, President, Integrated Partners
“Joining Integrated allows us to remain true to who we are while gaining access to the scale, technology and strategic support needed for our next chapter. As our clients’ needs become more complex, Integrated gives us the resources to enhance our planning capabilities, support our team and deliver an even more connected experience for the families we serve.”
Kevin Connors, Private Wealth Advisor and Managing Partner, City Square Wealth Management
“Our team has always believed that strong planning starts with strong relationships. Integrated shares that philosophy and understands the importance of preserving the culture, collaboration and client experience we have worked hard to build.”
Kelly Hudak, Private Wealth Advisor and Managing Partner, City Square Wealth Management
