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.

  • January 11, 2021 — Tony Hsieh, former CEO of Zappos, died at 46 due to smoke inhalation from a house fire over the Thanksgiving holiday. Several months prior, Hsieh retired from his position as CEO of Zappos with an estimated net worth of $840 million.1 Since his death, his family has determined he died intestate, meaning he had no will.... Read More Learn More
  • December 22, 2020 — Can you think of a crazier year than 2020? The beginning of this new decade has injected a substantial amount of uncertainty about what the future holds and how we can best navigate it, and financial markets have been quick to price, and reprice, the barrage of new information. Let’s look at two considerable sources... Read More Learn More
  • November 17, 2020 — This year isn’t the first time Election Day has come and gone without a confirmed winner. Think back to the “hanging chad” in Florida that caused a weeks-long examination of the results in that presidential race. Of course, a different set of circumstances is driving this year’s election uncertainty. Because of the global COVID-19 pandemic,... Read More Learn More
  • September 21, 2020 — By McKay Lindsey, mckayl@squire.com As much as you love your job, you’re probably not going to want to work for the rest of your life. With the number of years the average American spends in retirement at an all-time high, in addition to figuring out how to fill your time, you need to consider how you’re going... Read More Learn More
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