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.
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 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.
215 South State Street, Suite 850
Salt Lake City, Utah 84111
Phone: (801) 533-0409
Fax: (801) 533-0414
