Andree Mohr
Integrated Partners this week announced that it had added City Square Wealth Management to the firm's advisor network.
Based in Charlestown, Massachusetts, City Square Wealth Management, previously with Ameriprise Financial, brings about $850 million in client assets and a 15-person team, including six advisors and nine support professionals, according to a statement.
Integrated Partners is an RIA based in Boston serving more than $25 billion in assets under advisement, with over 220 advisors, 250 CPAs and 116 regional offices.
Through Integrated, City Square will gain access to the firm's proprietary Integrated Advisor Dashboard, as well as the CPA Alliance, a nationwide network connecting advisors and tax professionals.
Andree Mohr, president of Integrated Partners, told ThinkAdvisor that tax management in particular is an area that advisors are looking to add or enhance in their current businesses.
"Our philosophy on organic growth and bringing a collaborative service model to clients is an important component of supporting our advisors," she said.
City Square Wealth Management joins Integrated Partners as the firm approaches its 30th anniversary. This follows recent affiliations with Arizona-based SIGIL Family Office (previously with Parallel Advisors), Denver-based Brick by Brick Wealth Advisors (previously with Ameriprise Financial), Connecticut-based Fair Street Advisors (previously with Dynamic Wealth Advisors) and Kansas-based Pisces Wealth (previously with Keating Financial Advisory Services.)
© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to TMSalesOperations@arc-network.com. For more information visit Asset & Logo Licensing.