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.

  • February 4, 2020 — The SECURE act expands qualified education expenses under th… Learn More
  • February 4, 2020 — If your goal is progress toward your financial goals for 202… Learn More
  • January 29, 2020 — You've landed a new job. Congrats! Keep in mind, though, tha… 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.

  • February 13, 2020 — This is a great article on how to keep your retirement accounts safe. – Julie https://www.msn.com/en-us/money/savingandinvesting/hackers-are-ramping-up-attacks-on-retirement-accounts-%e2%80%94-how-to-keep-yourself-safe/ar-BBZpy1Z?li=BBnbfcN Learn More
  • February 7, 2020 — The right financial advisor plays a vital role in keeping investors focused on what really matters. Tune out the noise, look beyond the headlines… Video credit: Dimensional Fund Advisors Learn More
  • February 3, 2020 — Homeownership can often constitute a smart investment, especially if you purchase property to rent out and generate income. But adjustments to the tax code have changed the way some people look at homeownership. Is it still a good means of reaping tax benefits? Tax breaks for homeowners If you own property, there are a number of expenses you... Read More Learn More
  • January 10, 2020 — The Market Has No Memory Learn More
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