Wealth Management
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Strategy
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.
Step 1
Design
Design
Together, we explore, understand and clarify your life and financial goals.
Understand and clarify your life and financial goals — then create a tailored financial plan designed to help make your goals possible.
One of the most important components of any successful advisory relationship is truly understanding who you are. Your life is unique, so your plan should be too. Our collaborative approach centers on your future and is intended to help you gain greater clarity on your life goals and challenges.
Step 2
Build
Build
Extensively researching and applying evidence-based strategies, we put all the wheels of your holistic financial plan in motion.
We use academic research and financial science to build an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.
For most of us, investing is what makes it possible to achieve our lifetime goals. That is why we want to gather as many professionals on your side as possible. Our process incorporates the research of many great thinkers and economists, including pioneers in behavioral finance and 11 Nobel laureates.
Step 3
Protect
Protect
Through continual analysis, advice and education — we help you stay on track.
We provide discipline, perspective and guidance to help you stay focused on the long term and on track toward achieving what is most important to you.
Keeping your plan on track may be the most challenging — and the most important — part of being a long-term investor.
Here are some additional ways we work together to help you achieve your goals:
• Rebalancing your portfolio to keep it in line with your risk tolerance.
• Providing you with ongoing education and guidance to keep emotions in check.
• Keeping pace with any changes in your life or goals through ongoing rediscovery.
• Continuously assessing your progress toward meeting your objectives.
To read more about our approach to planning, download our brochure.
Our Services
Others talk of a comprehensive approach.
We embody it.
Squire Wealth Advisors is uniquely positioned to serve business owners and retirees. 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.
Net Worth Development
Net Worth Development
Take an expansive approach to financial planning by focusing on the drivers that contribute most to your long-term financial well-being.
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Retirement Planning
Retirement Planning
Work to ensure the retirement you want by skillfully planning all aspects of your future financial resources to align with your desired lifestyle.
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Estate & Trust Planning
Estate & Trust Planning
Safeguard your financial resources to ensure the legacy and impact you wish to have on future generations.
We can review and summarize your current estate plan and work hand in hand with your lawyer, or one of our recommended lawyers, to create, modify or update your estate plan.
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Investment Planning
Investment Planning
Maximize the assets you've worked too hard to attain with data-driven investing strategies.
We don’t time the market or pick stocks. Your portfolio will be managed with your unique goals in mind and the aspirations you’d like to achieve.
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401(k) and Employer Retirement Plan Services
Business Owner Planning
Enhance and integrate the value and capability of your business or professional practice.
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Tax Planning
Tax Planning
Shape your financial picture with smarter, more tax-efficient strategies.
Our advisors are all very well trained in tax planning and can provide specific recommendations to help minimize or eliminate tax burden.
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Education Planning
Education Planning
Ensure the financial access to desired education experiences for your family.
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Charitable Giving
Charitable Giving
Support causes that align with your values while better positioning your financial future.
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Health & Insurance Planning
Health & Insurance Planning
Protect your family and your wealth while ensuring your assets can support long-term well-being.
We don’t sell insurance, but we will review your exposure to risk and provide advice on what insurance to purchase as part of your financial plan.
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It All Begins With Understanding You
Whether you’re a business owner or an individual preparing for retirement, we will help you to identify your needs and achieve your financial goals.
Business Owners
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. Learn more here.