Who We Are

Let us help you turn that small acorn into the mighty oak. Squire Wealth is a full-service wealth manager dedicated to helping families, small business owners, professionals and others make the most of their wealth.

As a Registered Investment Advisor firm, we build client relationships grounded in personalized care, and strengthened by our “can do” team dynamics.

Your experience is further enhanced by our commitment to always advising you according to your highest financial interests, as they contribute to your personal and professional well-being.

The latest from BAM

In addition to our team of top advisors in Utah, we are a member of The BAM Alliance, a community of more than 140 independent wealth management firms located throughout the U.S.

  • March 23, 2018 — Tim Maurer in Forbes on how advisors (or anyone else, for th… Learn More
  • March 21, 2018 — Wealth Advisor Bill Morgan shares some ways to implement eff… Learn More
  • March 19, 2018 — While diversifying across factors might not be as exciting o… Learn More
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Recommended Reading

Our team of advisors are constantly reading articles. Posted below are the ones that we found especially interesting and thought you might enjoy.

  • March 8, 2018 — Client Appreciation Event Learn More
  • February 23, 2018 — 9 Experts, 4 Surprises, and 1 Million Dollar Bet Learn More
  • February 19, 2018 — Dimensional On: Recent Market Volatility Learn More
  • February 9, 2018 — A LONG-TERM PERSPECTIVE . . . . . Learn More
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