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.

  • August 27, 2020 — Once you build it, your portfolio requires ongoing maintenan… Learn More
  • August 27, 2020 — Health care will likely be one of your biggest expenses in r… Learn More
  • August 4, 2020 — The U.S. Treasury Department and IRS have issued guidance to… 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 23, 2021 — In 1984, 33-year-old Gary Kusin started an educational software retailer named Babbage’s. Started in Dallas, Texas, Babbage’s quickly expanded from educational software to focusing on Atari and Nintendo video games. Little did Gary know at the time, but his company would one day become a symbol of a market movement and capture the attention of... Read More Learn More
  • February 16, 2021 — It should come as no surprise that the biggest football game of the year ranks as one of the most popular events to gamble on. The American Gaming Association estimates that over 23 million people in the US will wager around $4.3 billion on the big game.1 It should also come as no surprise that... Read More Learn More
  • February 8, 2021 — The CARES Act, a direct response to the economic turmoil caused by COVID-19, sought to provide economic support to millions of Americans. This support extended to the way taxes are filed and processed for 2020, creating additional benefits depending on your circumstances. Read on to learn five ways the events that took place in 2020... Read More Learn More
  • January 25, 2021 — A Taoist story tells of an old man who accidentally fell into the river rapids leading to a high and dangerous waterfall. Onlookers feared for his life. Miraculously, he came out alive and unharmed downstream at the bottom of the falls. People asked him how he managed to survive. “I accommodated myself to the water,... Read More Learn More
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