We make the complex simple.

We create plans that bring personal peace & financial confidence to our clients.

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Individuals & Families
We take a custom & holistic approach when evaluating optimum strategies for individual risk management, wealth creation, & retirement.
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Small Businesses
Learn how we support corporate clients in offering comprehensive benefit packages to their staff as well as protecting their most valuable assets

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Investment Advisory Representative and advisory services offered through TownSquare Capital LLC is an SEC Registered Investment Advisor. TownSquare and its representatives do not provide tax or legal advice. Each taxpayer should seek independent advice from a tax professional based on his/her individual circumstance.

The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.

To view our ADV part II, click here.

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Check the background your investment professional on SEC IAPD.