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.
What we do
- Portfolio Management Evidence-based solutions for solution-based investing. Read More
- Retirement Planning Retire right — and on time. Read More
- Insurance Review Optimize your "just right" insurance coverage. Read More
- 401(k) Services Offer a valuable benefit to your employees; put you and your company on solid fiduciary footing. Read More
- Estate Planning For your business, for your family, for your philanthropic intent – reach for tomorrow by preparing today. Read More
- Additional Services Audit, tax, and business services. Visit Squire.com Read More