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.

  • January 16, 2020 — Got goals? Wealth Advisor Connie Brezik looks at a few pract… Learn More
  • January 14, 2020 — Regardless of asset class or style focus, few active fund ma… Learn More
  • December 31, 2019 — Bethany Ketron shares six simple steps to create a spending… 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.

  • January 10, 2020 — The Market Has No Memory Learn More
  • January 8, 2020 — The 2010s: A Decade in Review Learn More
  • December 20, 2019 — 9 Simple Money Moves to Make Before 2019 Ends Learn More
  • 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
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