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  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

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  • Market volatility

    Stay on track with your financial goals during changing market conditions.
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Why chose City Square Wealth Management?

What makes CSWM unique is culture. We are a tight knit team that actively collaborates, challenges one another, and keeps learning always with our client's best interest at heart.

To see how we help our clients, view our videos at the bottom of this page.

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Evaluate your 401(k)

Many people wait to roll over their 401(k) dollars until they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you evaluate the pros and cons and determine if a rollover fits with your overall retirement savings strategy. Together, we can help you work toward your financial future with more confidence. Learn about your options with the Rollover Evaluator.