Washington Square Capital Management is a financial planner based in New York, New York, specializing in personalized financial strategies for individuals and businesses. Located in the heart of the city, this firm provides comprehensive financial planning services tailored to meet the unique goals and circumstances of each client. Their approach focuses on creating sustainable financial solutions that address both immediate needs and long-term objectives.
Situated on the 19th floor of 222 Broadway, Washington Square Capital Management serves clients throughout the New York metropolitan area. The firm offers expertise in areas such as investment planning, retirement readiness, risk management, and wealth preservation. By combining market knowledge with client-centered strategies, the team aims to help clients navigate complex financial landscapes with clarity and confidence.
Washington Square Capital Management emphasizes thorough analysis and continuous monitoring of financial plans to adapt to changing market conditions and client priorities. This commitment ensures that financial decisions remain aligned with evolving life stages and economic environments. Clients benefit from ongoing support and guidance designed to optimize their financial well-being.
With a focus on building lasting relationships, Washington Square Capital Management prioritizes transparency and communication throughout the planning process. The firm’s dedication to understanding individual financial situations enables the delivery of customized advice that supports informed decision-making. As a result, clients in New York City can rely on this financial planner for sound, practical financial guidance.


































