We are an independent investment advisory firm based in  New York. Please review our disclosures.

We offer three core services to our individual and corporate clients:

1. •Investment Management
   

2. •Financial Planning/Wealth Management
   

3. •Pension or Benefits Consulting
   

We invest across the world and have access to both domestic and international markets through our relationships with a number of competing global securities firms. All client assets are held with outside, nationally recognized custodians in separate accounts.

We've built WSQ Capital to be an advisor unequivocally allied with our clients and independent of larger brokerage or investment banking units.  We did this so we could pick the best investment mix for our clients from a broad menu of alternatives while minimizing conflicts of interest.

We welcome conversations, please feel free to write or call us.