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
- Investment Management Evidence-based solutions for investing. Read More
- Retirement Planning We'll create a plan to help you retire right — and on time. Read More
- Insurance Review Optimize your "just right" insurance coverage -neither too little nor too much. Read More
- 401(k) Services A benefit to your employees; solid fiduciary footing for you. 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
What We Do