These three simple words serve as a guide for how we keep your values, needs, concerns and hopes at the forefront of everything we do — from the big picture to the smallest of details.
To read more about our approach to planning, download our brochure.
Squire Wealth Advisors is uniquely positioned to serve business owners and retirees in Orem & Salt Lake City, UT. We’re focused not only on the basic fundamentals of your financial well-being, but the building blocks for your overall happiness. We want to help you see the bigger picture through the lens of every single smaller one. For every element of your life that involves a dollar sign, we’ll have a perspective.
Squire Wealth Advisors is uniquely positioned to serve business owners and retirees. We can set up and administer retirement plans for your company and provide a financial wellness program and education for both employees and owners.
Squire Wealth Advisors is a fee-only financial advisory firm devoted to upholding the fiduciary standard and always acting in the best interest of our clients. By working with fee-only fiduciaries who always work in your best interest, you will never pay our advisors a commission for selling products. This model ensures we are always on your side.
Dwayne concentrates his efforts and extensive knowledge on getting clients to, and ultimately maintaining, their financial independence.
As a firm, we’ve established connections with industry leaders in financial services and wealth management to provide unmatched service to our clients. With such resources, we focus our energy on delivering objective advice that is in your best interest - always.
For business owners, the success of your business is an integral component of your financial health. So you need a customized, comprehensive plan that thoroughly and thoughtfully integrates your goals, both personally and professionally. We believe connecting the many facets of your personal and business life puts both in a better position for financial success.
Each path to retirement is unique. That is why we help retirees and those planning for retirement create and execute their retirement plans so that they can maintain their standard of living throughout retirement.
We welcome the opportunity to learn more about your circumstances and share how Squire Wealth Advisors can add value to your life.
