City Square Wealth Management - Charlestown, MA: Ameriprise

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Client Satisfaction 5.0 / 5 rating based on 83 reviews
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Key tax considerations

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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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About Us

About Us

Meet City Square Wealth Management. We’re excited to share our very first About Us video – a look at who we are, what we value, and how we partner with clients to help them navigate life’s financial decisions with clarity and confidence.

(3:30)

Client Testimonial

Client Testimonial

Financial stories are personal. Richard reflects on how family history shaped his money mindset. Working with CSWM gave him the confidence to plan wisely and live fully. Financial clarity isn’t just about the numbers – it’s about peace of mind.

(1:44)

Client Testimonial

Client Testimonial

Life doesn’t always go as planned. Suzanne shares how CSWM supported her through a difficult home situation by navigating complex financial decisions while offering steady guidance. Client relationships are at the heart of everything we do.

(1:47)