Integrated Partners Adds $850 Million City Square Wealth Management, Expanding Greater Boston Presence

Charlestown-based team joins Integrated’s advisor network to deepen planning capabilities and support continued growth, momentum continues as Integrated approaches 30th anniversary

BOSTON--(BUSINESS WIRE)--Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $25 billion in assets under advisement (AUA), today announced that City Square Wealth Management (“City Square”) 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.

Built around holistic financial planning and multigenerational client relationships, City Square serves families seeking comprehensive guidance across the many decisions that shape long-term financial well-being. The affiliation gives the team access to expanded resources while preserving the collaborative culture and personalized service model that have supported its growth.

“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, which helps advisors streamline operations and deepen client engagement, as well as the CPA Alliance, a nationwide network designed to foster collaboration between advisors and tax professionals. The team will also be supported by Integrated’s broader technology and planning infrastructure as it continues serving a growing base of multigenerational client families.

“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.”

City Square joins Integrated amid continued recruiting momentum as the firm approaches its 30th anniversary, following recent affiliations with Scottsdale-based SIGIL Family Office and Denver-based Brick by Brick Wealth Advisors. Together, these teams reflect the continued appeal of Integrated’s differentiated model, which combines financial planning, tax expertise, technology and business support while preserving the independence and entrepreneurial culture that define each advisory practice.

Advisory firms wishing to learn more about Integrated’s suite of back-office and organic growth solutions are encouraged to visit integrated-partners.com.

About Integrated Partners

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over 220 advisors, 250+ CPAs and 116 regional offices across the United States. Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.

We believe in advisors. Let us prove it to you.

Investment advice offered through Integrated Partners, a registered investment advisor. *$25 billion in assets under advisement inclusive of $18.9 billion in advisory assets as of 12/31/25.