Who We Are

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 27, 2021 — Jim Dischert, of Three Sixty Wealth Management, talks about… Learn More
  • September 20, 2021 — Whether it happens sooner (perhaps as early as next year) or… Learn More
  • September 13, 2021 — Steve Atkinson talks with Trey Nelson of Collective Wealth A… 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 28, 2021 — At any given moment, someone on TV is probably providing various reasons why now is the wrong time to invest. But following the advice of anxiety-producing headlines often leads to headaches at best and significantly lowered returns at worst. Timing the market can be dangerous and stressful. With this year’s strong returns, we’ve seen headlines... Read More Learn More
  • September 8, 2021 — Don’t put all your eggs in one basket. We’ve all probably heard the old idiom warning against the danger of committing all your resources into one area. If you wouldn’t make a concentrated investment on one single stock, why would you limit your investment opportunities to just one country? The US stock market is the... Read More Learn More
  • September 1, 2021 — Social Security benefits are a major source of retirement income for most people. Your Social Security retirement benefit is based on the number of years you’ve been working and the amount you’ve earned. When you begin taking Social Security benefits also greatly affects the size of your benefit. How do you qualify for retirement benefits?... Read More Learn More
  • August 25, 2021 — In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating. So, let’s get started today, one... Read More Learn More
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