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Sophisticated Resources to
Maximize Your Practice

Helping financial advisors achieve fulfillment by building the practice they desire. 

Join Us

Join Wooster square 
Let Us Solve Your Greatest Challenges

Our unique approach is what sets us apart and what provides our advisors a clear path to growth. By offering localized expertise, investing in your success, and helping you navigate change, you'll enjoy independence while never being alone on your journey.


1

Productivity 

Time is money. As your partner, we will help your business remain efficient by taking ancillary tasks off your plate, providing cutting-edge solutions, and supporting growth as our ultimate goal.


2

Referability 

In a business reliant on referrals, delivering the ultimate client experience is paramount. Allow your business to thrive with a partnership that delivers on that promise.


3

Complexity

Running a successful business necessitates navigating specific challenges. Rest assured, any obstacle you encounter is one we've already solved for, enabling you to eliminate the guesswork.

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Where Personal Engagement Meets Sophistication

Where Personal Engagement Meets Sophistication

With a combined 150 years of experience, Wooster Square is a network of professionals on the cutting edge of advice and sophisticated planning. We support every partner in the details so you can focus on pursuing the fullness of a business and a life well lived.

A Time Tested Approach to Wealth Management

A Time Tested Approach to Wealth Management

Our wealth management formula helps advisors deliver premium experiences and highly sophisticated, bespoke solutions for our clients. By integrating advanced technology and personalized strategies, we ensure that all our advisors provide tailored advice and exceptional service, fostering long-term relationships and successful financial outcomes.

ADVISORS WE SUPPORT  
A Network of Support for Independent, Driven Advisors

Wooster Square is a well-established, independent wealth management and financial services firm. Our advisors have extensive experience and a wealth of resources to support every new addition to our network, wherever they are in their careers. 

New Advisors

Having a team behind you is essential as you build the foundations for your practice. We are here to support you in making your dream a reality. 

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Experienced Advisors

Whether you are looking for a fresh start or seeking greater autonomy in your practice, our  team is here to help experienced advisors thrive.

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Wirehouse/Bank Advisors

Transitioning to independence can be challenging, but it doesn’t have to be. With our well-established brand and community of clients, we’ll help your business continue to thrive.

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Insurance Professionals

If you're looking to venture into financial planning or wealth management, we offer the crucial tools and resources to enhance your client services.

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Retiring/Transitioning Advisors

Providing your clients with care and attention is our highest priority. As your partner, we provide a clear path for a seamless transition—all while maintaining your commitment to delivering an unparalleled experience for you and your clients.

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Meet the partners
Here to Help Build Your Ideal Business and Life

Our highly experienced team is dedicated to coaching and empowering financial advisors and practices to reach their full growth potential. 

Francis McGrail

Francis McGrail

Managing Partner | Registered Professional

Brett Amendola

Brett Amendola

Founding Partner | Wealth Manager

(860) 306-5981

Marcus De Vito, MBA, JD, LL.M

Marcus De Vito, MBA, JD, LL.M

Partner | Wealth Manager

(475) 988-2288

Lauren Ametrano

Lauren Ametrano

Director of Operations

(203) 408-2269

A Life Well Lived

From our collaborative discussions to our tailored wealth management strategies, we work tirelessly to help clients pursue their biggest hopes and dreams. See how we make a difference in the lives of our advisors, and in turn, their clients.

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SOLUTIONS
Solutions to Help You Scale

Tap into our shared knowledge, cutting-edge technology, and vast resources to expand your practice while skillfully managing market shifts and changing client needs.

Advisory Business Consulting

Take your practice to the next level with support from our partners. These experienced consultants offer tailored strategies and hands-on support to enhance client service, improve operational efficiency, and drive sustainable growth in your advisory business.

Research and Commentary

Leverage professional resources to make well-informed decisions and offer valuable advice to your clients, especially in areas such as equity compensation and sustainable income planning. Keep up-to-date with Cetera Investment Management's timely market insights and comprehensive analysis.

MarketingCentral

We equip you with the tools necessary to grow your business. Cetera's MarketingCentral platform provides pre-approved content, multi-channel campaigns, and automated tools to help you connect with clients and attract new prospects.

Growth360

Pursue your business goals with Cetera's Growth360 program, offering tools to accelerate your practice's growth through personalized strategies, actionable insights, and expert guidance.

See Our Solutions

Think You're the Right Fit? Let's Connect Today.

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