Wealth Management Designed Around You
Services
Fiduciary, Fee-Based Financial Planning
A Smarter, More Sophisticated Approach to Wealth
Your wealth deserves more than one-size-fits-all advice. We create custom financial plans that align every part of your financial life.
As a fee-based, independent RIA, we put your best interests first. Whether you're a business owner scaling your success, a professional planning for retirement, or a family securing your legacy, we build a plan that works for you — today and for generations to come.
Wealth Planning
Tax Planning & Preparation
Retirement Planning
estate planning
Diverse Investment Strategies
Business planning
We believe in multigenerational wealth and the power of long-term relationships.
That’s why we’re dedicated to growing our team with the next generation of financial advisors. This ensures that our legacy of care, expertise, and service is passed on, helping you and your family achieve financial security for years to come.
Retirement & Wealth Planning
Retirement and Wealth Planning is the art of understanding you, your family, and what you want to accomplish most in life. This, integrated with the science of risk mitigation strategies, investment planning, tax planning, and insurance & estate planning, helps us create a customized plan that you can rely on.
Our comprehensive wealth planning process helps you prepare for retirement and plan for generational wealth transfer.
Tax Planning & Preparation
Our in-house tax planning firm, Squires Tax Planning, takes a proactive approach to managing your tax burden. We offer quarterly tax expert/client meetings to develop customized strategies that help business owners navigate the complexities of tax law with confidence.
Rather than just filing taxes, our planners work year-round to identify opportunities and leverage tax codes that serve your best interests—so you keep more of what you earn.
Estate Planning
Our Estate Planning services are designed to protect your legacy and ensure the deliberate distribution of your assets in alignment with your specific desires. We will guide you as you work with your legal partners to develop strategies for your wills, trusts, durable powers of attorney, probate avoidance, charitable giving, and the establishment of various revocable and irrevocable trusts.
Each plan is tailored to help safeguard your wealth, and ensure your loved ones are cared for with precision and foresight.
Business Planning
We offer extensive Business Planning services aimed at enhancing your business’ growth, tax efficiency, and exit strategy. Our offerings include executive bonus plans, key employee programs, deferred compensation, and group 401K plans, alongside strategies for tax mitigation, tax efficient entity structures, business succession, and business sale strategies.
Our focus is on ensuring your business’s present success and preparing for a smooth transition in the future.
Diverse Investment Strategies
We adopt a simplified investment approach that leads to consistency and intentional decision making. We do not chase market returns – we offer diversified models with funds that use factor-based strategies that are academically supported and backed by partnerships with some of the largest financial management firms in the country.
We pair these models with alternative and structured products to create unique portfolios personalized to you. This approach allows us to monitor portfolios on a daily basis and ensures clients that assets are carefully monitored.
Insurance
A solid financial plan isn’t just about growing wealth, it’s about protecting it. We conduct comprehensive insurance reviews to ensure your policies align with your overall financial strategy. We evaluate life, disability, and long-term care insurance, identifying gaps and opportunities to enhance coverage while avoiding unnecessary costs.
By integrating insurance into your broader wealth plan, we help safeguard your income, assets, and legacy. So you and your family are protected from life’s uncertainties with confidence and clarity.
Our Credentials. Your Confidence.
3 CFP® | 2 CPFA™ | 1 CPA
Our process
A Sophisticated, Evolving, and Comprehensive Approach
We believe financial success isn’t built on quick decisions. It’s a carefully designed, evolving strategy that adapts to your life and goals.
Our process is comprehensive and sophisticated, integrating tax planning, investments, insurance, estate strategies, and risk management into one seamless plan. As your needs evolve, so does our approach, ensuring your financial future is always at the center.
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CONSULT
Every great partnership begins with a conversation. In our initial wealth planning consultation, we take the time to understand your goals, concerns, and vision for the future.
Thorough Analysis
We conduct a thorough assessment of your financial landscape. We also use a sophisticated risk analysis software to evaluate your risk tolerance. This step uncovers opportunities and risks, allowing us to craft a strategy that aligns with your life and goals.
Plan & Implement
With insights from our analysis, we design and implement a comphrensive financial plan. This includes details such as tax planning, investments, estate strategies, insurance, and more.
Ongoing review
Financial planning isn’t a one-time event, it’s a living, breathing process. We schedule regular check-ins to review progress and adjust for life changes. As markets shift and opportunities arise, we proactively refine your plan to keep you on track.
Your wealth, working in harmony
Let’s Plan Your Financial Future
Ready to bring everything together into one sophisticated, seamless plan? Our advisors and experts work in harmony, so you can focus on building wealth and living life, not managing the gaps between experts.