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.

  • September 28, 2016 — Has trend-following become too crowded? Larry Swedroe on the… Learn More
  • September 27, 2016 — When you're in the right place, others can tell. Kathy Longo… Learn More
  • September 26, 2016 — Keeping winners too long, selling losers too early. Larry Sw… 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.

  • September 23, 2016 — Don't Let Wall Street Fool You Into Taking Too Much Risk by Tim Maurer Learn More
  • September 16, 2016 — The Empire Strikes Back (At the Index Fund Uprising) by Scott Burns Learn More
  • September 9, 2016 — Swedroe: Irrelevance Of Dividends Learn More
  • September 2, 2016 — The Matrix Book is a tool used to show clients the benefits of global diversification. Learn More
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