City Square Joins Integrated Partners

Integrated Partners, a national financial planning and registered investment advisory (RIA) firm serving more than $25 billion in assets under advisement (AUA), announced that City Square Wealth Management has joined the firm’s advisor network. Based in Charlestown, Massachusetts, City Square brings approximately $850 million in client assets and a 15-person team, including six advisors and nine support professionals.

“City Square has built an impressive business rooted in trust, thoughtful planning and enduring client relationships,” said Andree Mohr, president of Integrated Partners. “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.”

Through Integrated, City Square will gain access to the firm’s proprietary Integrated Advisor Dashboard, as well as the CPA Alliance, a nationwide network designed to foster collaboration between advisors and tax professionals.

“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,” said Kevin Connors, private wealth advisor and managing partner of City Square. “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.”

“Our team has always believed that strong planning starts with strong relationships,” added Kelly Hudak, private wealth advisor and managing partner of City Square. “Integrated shares that philosophy and understands the importance of preserving the culture, collaboration and client experience we have worked hard to build.”