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 27, 2017 — Larry Swedroe on how a systematic approach can help mitigate… Learn More
  • March 24, 2017 — Larry Swedroe reviews the evidence on how political biases c… Learn More
  • March 23, 2017 — Manisha Thakor talks to Kristy Wallace about Ellevate Networ… 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 27, 2017 — The Three-Step Investor's Guide To Navigating The Financial Advisory Fiduciary Issue Learn More
  • March 17, 2017 — UIT Managers Exhibit Poor Stock Selections Skill Learn More
  • March 10, 2017 — Warren Buffett's best investment tip for everyone: Index funds Learn More
  • March 3, 2017 — Investment Shock Absorbers Learn More
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