Integrated Partners Adds City Square, Gains $850 Million in Assets as Boston Footprint Expands
Updated
Updated · Pulse 2.0 · May 12
Integrated Partners Adds City Square, Gains $850 Million in Assets as Boston Footprint Expands
2 articles · Updated · Pulse 2.0 · May 12
$850 million in client assets and a 15-person team moved to Integrated Partners through its affiliation with Charlestown-based City Square Wealth Management, strengthening Integrated in Greater Boston.
City Square said it joined to gain more scale, technology and planning support as client needs grow more complex, while keeping its collaborative culture and personalized service model intact.
Integrated will give the team access to its Advisor Dashboard and CPA Alliance, tools aimed at streamlining operations and linking advisors more closely with tax professionals.
The addition follows recent affiliations with SIGIL Family Office and Brick by Brick Wealth Advisors, extending recruiting momentum as Integrated nears its 30th anniversary with more than $25 billion under advisement.
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