Your Wealth. Your Plan.
Your Life.
A Clear View of What Matters Most
At City Square, we begin with a complete picture of who you are, what you've built, and how you want your wealth to support the life you envision. That's what makes everything else possible.
One Plan.
Every Angle.
True wealth isn't just numbers, it's the freedom to live life fully. We guide, empower, and stand with our clients every step of the way, turning complex financial situations into clear strategies through a commitment to integrity, excellence, and long-term relationships.
Informed by Experience,
Guided by Expertise
Leveraging extensive expertise that spans personal and business solutions, every
aspect of your financial life is evaluated and integrated into a single, cohesive strategy.
How We Work
Every engagement starts the same way: We review every aspect of your financial
situation, then create a comprehensive, unified plan around it.
Independent & fee-only
No products to sell. Your goals drive every recommendation.
Fully integrated
Investments, estate, taxes, and business interests managed as one.
Complexity made clear
You understand the reasoning, not just the recommendation.
A deeper understanding
We know the life your wealth is meant to support.
Recognized for Excellence
Forbes Best-in-State Wealth Management Teams
2023 · 2024 · 2025
Three consecutive years
Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Ready to see the whole picture?
An initial complementary conversation offers the opportunity to explore whether our approach aligns with your needs.