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.

  • April 28, 2017 — Manisha Thakor gets insight on achieving more by doing less… Learn More
  • April 27, 2017 — Larry Swedroe breaks down SPIVA Scorecard to show failure of… Learn More
  • April 26, 2017 — Tim Maurer on why millennials should consider funding a Roth… Learn More
View all articles

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.

  • April 28, 2017 — Reposted from MSN Money Even if a family member’s poor money skills won’t affect your pocketbook, sometimes a money conversation is necessary. Rebalancing is an important (and often overlooked) step in creating and maintaining a diversified investment portfolio that is also consistent with your risk tolerance. After you set up your initial asset allocation, the different... Read More Learn More
  • April 20, 2017 — Tracking Error Regret Is the Enemy of Investors Learn More
  • April 10, 2017 — Why Every Millennial Should Consider Funding A Roth IRA Learn More
  • March 27, 2017 — The Three-Step Investor's Guide To Navigating The Financial Advisory Fiduciary Issue Learn More
View all articles
  • Contact us

  • This field is for validation purposes and should be left unchanged.
Contact Us