Wooster Square Partners: Why Wooster Square?

Why Wooster Square?

Rooted in Values, Inspiring Our Future

Wooster Square’s namesake pays homage to the picturesque downtown neighborhood that lies just a stone’s throw from our downtown New Haven offices. The rich heritage of hard work, which built this community, lives on in the work that we do for our clients.

Personalized Engagement that Exceeds Your Expectations

Wooster Square does not see you as an employee. We have the scale, connections and flexibility to engage with partners as individuals and to offer high-end, personalized support to help you maximize opportunities in your practice.

Investing in the People and Community We Love

We are immensely proud of our community and actively contribute our efforts to enrich the lives of the people who live, work and study here. We enjoy looking for ways to give back and invest in this community’s longevity and well-being.

A Client Experience as Refined as Your Taste

Our advisors value quality, so we provide team members with exclusive, high-end support and experiences such as networking events and elegant dinners. We work together to expand our collective opportunities.

Our Core Values

Absolute Engagement

Our scale and affiliations help us meet sophisticated needs for clients’ businesses and professional lives. Additionally, our agile
independence helps us execute with exceeding
levels of personal engagement.

Time-Tempered Experience

We have seen the bulls and bears come and go. We utilize time-tested strategies in unique and highly personalized ways. There is not a lot we have not seen, and our clients rest easy knowing that.

Premium Client Experience

Our clients never compromise on quality. We are committed to providing exclusive, high-end service and unique, cutting-edge advice and recommendations to exceed our clients' expectations.

Savvy, Elegant Execution

Our clients trust us with their biggest hopes and dreams because they value our astute perspective and they know they can rely on our savvy execution to help them pursue their goals and desires.

How We Work

Our approach is centered on empowering advisors with the tools, support, and expertise to build successful, client-focused practices. Dive deeper into our proven framework for success and see how we foster growth and excellence.

advisor framework

What We Solve For:

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 an industry 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.

"The purpose of Wooster Square Partners is to expand upon our leadership's own amazing results. We will help the right advisor, or team of advisors, increase their productivity, expand their referability, and remove the industry's complexities. Our team has vast experience executing for success!"

- Brett Amendola, Founding Partner

Powerful Marketing Resources

MarketingCentral

We are committed to providing high-end solutions and cutting-edge advice, using tools like MarketingCentral to exceed advisor and client expectations.

Digital & Print Brochures

There is very little we have not encountered. Partners will not only have access to the experience of the network but also the knowledge we have recorded in writing.

Private Briefings

Our scale and affiliations help us support our advisors on a brand scale, while our independence helps us execute exceeding levels of personal engagement.

Working Together With:

Explore Cetera

Our Team

Our team is highly experienced, using time-tested strategies. And yet, we stay fresh in our execution. We invite you to learn more about our team of professionals.

Meet the Team

The Framework

Our advisors engage on a highly personal level to deliver a premium client experience and truly customized solutions our clients trust.

Our Process

Contact Us

Have questions or ready to take the next step? Contact us to start a conversation and learn how we can support your success.

Contact Us Today