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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

City Square Wealth Management

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United States
Boston, MA
City Square Wealth Management

Empowering clients with confidence and clarity ever stage of their financial journey.

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09/03/2026

The backpacks are packed, the 1st day outfits are ready, and another school year is officially underway! We’re excited to share a few of the smiling faces (for now 🤓) that make up the City Square family.

Wishing all of our students a wonderful year filled with new adventures, good friends, and plenty of learning along the way! Happy back to school ✏️📚

07/28/2026

What’s on your summer reading list?

Summer is the perfect time to slow down, unplug, and get lost in a good book. Our team is sharing what we’re reading this season, from finance and investing to leadership, history, children’s novels, and a few just-for-fun page turners.

Whether you’re reading by the pool, on vacation, or enjoying bedtime stories with your kids or grandkids, we believe every great book has something to teach us and every recommendation is worth sharing.

Now we’d love to hear from you! What’s on your summer reading list? Any favorite books for yourself or the young readers in your life? Drop your recommendations in the comments! ⬇️📖

07/04/2026

As we celebrate Independence Day and look ahead to America’s 250th anniversary, we’re grateful to call Charlestown home - a community where so much of our nation’s story began. The history that surrounds us is a reminder of the vision, resilience, and commitment that help build a brighter future.

From all of us at City Square Wealth Management, we wish you a safe, happy, and meaningful Fourth of July.

07/01/2026

A financial plan isn’t just about numbers. It’s about having the confidence to live life on your terms. At City Square Wealth Management, we’re committed to guiding, empowering, and standing with our clients every step of the way so they can focus on what matters most.

06/17/2026

Happy Bunker Hill Day from City Square Wealth Management!

We are proud to call historic 10 City Square home. While our building, Roughan Hall, has stood here since 1892, this very square holds deep Revolutionary roots. During the Battle of Bunker Hill in 1775, the original town center right here was completely destroyed by fire. The rebuilding of City Square became a testament to the resilience, grit, and character that still define Charlestown today. As we celebrate this historic day, we are incredibly grateful to be part of this remarkable, enduring neighborhood. We hope everyone enjoyed a great time at the parade on Sunday!

06/05/2026

A beautiful day spent giving back. ☀️

The City Square Wealth Management team rolled up our sleeves to help clean up Olmsted Park in Jamaica Plain, part of Boston’s beloved Emerald Necklace. We’re proud to support the communities where we live and work and do our part to preserve the places that bring people together.

05/22/2026

This Memorial Day, we honor the courage and sacrifice of the servicemen and women who gave their lives for our country. As we spend time with family and friends this weekend, we pause in remembrance and gratitude for those who made those moments possible. Wishing you a safe and meaningful Memorial Day weekend.

05/11/2026

Big news from the City Square team!

After 20 wonderful years, we’re stepping into a new chapter. We are proud to announce that our team has officially transitioned to an independent advisory model, partnering with Integrated Partners and Fidelity Investments.

While our resources have expanded, our mission remains the same: providing the tailored, thoughtful advice your family depends on. What matters most remains unchanged: we are still City Square, and we are still your team.

We are incredibly grateful for your trust over the last two decades and couldn’t be more excited for what lies ahead!

04/20/2026

We’re excited to cheer on a very special runner today, City Square’s own Bobby Pearl! Bobby will be making the 26.2-mile journey from Hopkinton to Copley Square in the Boston Marathon. Bobby is running in support of Dana-Farber Cancer Institute, and we couldn’t be prouder of his dedication and hard work this spring. Good luck today, Bobby!

04/10/2026

What makes City Square Wealth Management unique? A collaborative culture, continuous growth, and a shared commitment to always put our clients first. It’s the foundation of how we serve our clients.

[8826602ACMR0326; 2-yr Exp. 3/31/2028]

Address

Boston, MA

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

617.580.4186

Website

https://citysquarewealth.com/

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