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.

  • December 9, 2019 — Resisting recency bias, writes Larry Swedroe, is the key to… Learn More
  • December 5, 2019 — Know a reluctant spender? Someone who sees it as part of a p… Learn More
  • November 20, 2019 — A unified brand identity following the 2018 merger of BAM Ad… 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.

  • December 6, 2019 — by Larry Swedroe, 10/21/19 Do factor premiums survive implementation costs? To answer this question, I’ll examine the returns of live mutual funds to see if they have been successful at capturing the returns of small-cap and value premiums. As background, my book, Your Complete Guide to Factor-Based Investing, includes a checklist of criteria that should be met before... Read More Learn More
  • November 29, 2019 — 10 Attributes of Great Financial Advisors Learn More
  • November 14, 2019 — Former Banker Teaches His Kids 5 Lessons Learn More
  • November 7, 2019 — Low Risk, High Return ETF Trap Learn More
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