Welcome to Center Square Asset Management. We are an independent, family-owned wealth management firm founded in 2005 by the husband-and-wife team of Kenneth and Deborah Lane with offices in Castleton, New York; Latham, New York; and Bennington, Vermont. Our firm offers knowledge and expertise to individuals and businesses in all facets of financial planning, including investment management, wealth preservation, retirement planning, college planning, insurance, and estate planning. We work especially well with clients who understand the importance of developing customized plans in order to achieve their defined goals and meet their specific needs.
Firmly and consistently focused on our clients' immediate and long-term financial and investment needs through all economic and market cycles, Center Square Asset Management was cited by the Capital District Business Review both as one of the region's largest financial planning and advisory firms (based on assets under management) and one of the region's largest female-owned businesses (based on revenue).
We appreciate your interest in Center Square Asset Management and hope to have the opportunity to serve you.