Investment Management

Evidence-based solutions for investing.

Let’s take the worry out of the equation.

As your wealth advisor, we know how crucial it is to have a lot of baskets for all your eggs. And we know that diversifying and managing your investments can be stressful. Our experience and insight takes the worry out of the process.

Julie Anderson

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Julie Anderson 801-226-7722

Retirement Planning

We'll create a plan to help you retire right—and on time.

You have questions, and we have insight.

Retirement planning brings with it many important questions. Will your investments keep up with inflation?Are you worried about out-living your money? Are you on track to achieve your financial goals? Do you have a personal financial plan? We’ve got the answers.

Insurance Review

Optimize your "just right" insurance coverage.

We help you make informed decisions.

As your wealth management firm, we have a professional responsibility to help you make informed decisions about your financial future. An important step in fulfilling this obligation is to review your life insurance coverage and ensure you are getting the most out of your dollars.

401(k) Services

A benefit to your employees; solid fiduciary footing for you.

We design and implement retirement plans.

We help you design and implement retirement plans for you and your participants that include the following: Plan Document Creation and Maintenance; IRS and DOL Compliance and Filing; Compliance Testing; TPA Services; Participant Education; Record Keeping; Fiduciary Responsibility Education; Pooled Account and Daily Valuation Investing; Asset Class Investing.

Estate Planning

For your business, for your family, for your philanthropic intent.

Take everything you love into consideration.

We help you plan for the disposition of your estate after death and for the perpetuation of family businesses. Squire Wealth Advisors’ estate planning involves the laws of wills, trusts, probate, property, marriage, and state and federal taxation.

Additional Squire CPA Services

View all additional services on our main page

Squire also offers the following services:

  • Audit & Assurance

    Squire isn’t your typical auditing service. We’re partners in your long-term success, combining friendly, accommodating service and valuable insight to improve your business strategy, better manage your information and strengthen your internal controls. Learn more

  • Tax

    Experienced tax professionals at Squire will work to provide you with unrivaled service and attention. You can depend on our certified tax professionals to provide accurate, timely and proactive guidance. Learn more

  • Advisory & Business Services

    The Squire approach to consulting is a unique, strategic advantage. It’s a customized partnership between your decision makers and our consulting experts to implement strategy-based technology and business advisory solutions. Learn more

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