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.

What We Do

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.

  • June 7, 2021 — Steve Atkinson connects with Larry Swedroe, who shares his s… Learn More
  • May 28, 2021 — Nobody minds market volatility when it’s in the upward dir… Learn More
  • May 26, 2021 — It is no secret that kids can cost a pretty penny – raisin… 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.

  • June 14, 2021 — Right now, we are seeing incredible growth in home prices across the country. As of March 2021, the median existing single-family home price was $334,500, up 18.4% from March 2020.1 If you live in a state like Utah, you’re likely seeing even greater growth in home prices. In addition, there has been a tremendous spike... Read More Learn More
  • May 28, 2021 — Tony Dye was a fund manager in Britain in the 1990’s who became known for his controversial bullish position on value stocks during a time period when high flying tech stocks were the talk of the town. After his firm was ranked the 2nd worst performing amongst Britain’s institutional fund managers, he was fired. Days... Read More Learn More
  • May 19, 2021 — Am I missing out by not concentrating my portfolio in the largest stocks? Whether it’s a fun night out with friends or investment returns, it’s natural to have a fear of missing out (aka FOMO). As companies rise to become some of the largest firms, the performance that got them there can be impressive. But... Read More Learn More
  • May 12, 2021 — Concerns about market downturns certainly come as no surprise. After all, steep corrections and crashes can be alarming for even the most steely and disciplined investors. So, when markets reach all-time highs, investors tend to be concerned about investing their hard-earned money in overvalued stocks. Questions about reducing or even eliminating equity allocations or keeping... Read More Learn More
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