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.

  • June 21, 2018 — Larry Swedroe turns to a new study from Andrew Berkin, his c… Learn More
  • June 14, 2018 — A recent study explores how a lack of financial literacy can… Learn More
  • June 11, 2018 — ESG investors may be sacrificing some of their returns to ex… 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.

  • June 15, 2018 — More people are saving $1M in their 401(k)s Learn More
  • June 8, 2018 — Swedroe: Value Premium Lives! Learn More
  • June 1, 2018 — Tuning Out The Noise Learn More
  • May 25, 2018 — Choosing The Right Investment Strategy Learn More
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