Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

What is the Advantage of Having a Wealth Management Advisor?


What is a Wealth Management Advisor? 

To put it simply, wealth management advisors serve high-net-worth individuals who need assistance and guidance on their financial journey. A wealth management advisor’s role is far more complex than simply offering a client investment advice. The individual and the advisor share in the same goal: to grow and preserve wealth over the long term.

You don’t have to carry the burden of financial management alone. A wealth management advisor can give you one-on-one attention and provide you with ideal planning recommendations based on your personal priorities and preferences.


What is the Benefit of Having a Wealth Management Advisor?

Some of the most important aspects and decisions in a person’s life relies on their financial situation. Having an advisor who provides you with a well thought out plan coupled with a solid strategy to back it up, can give you immeasurable peace of mind. A wealth management advisor can monitor your plan, update it as changes arise in your life, and make sure the future of your finances is secure.

There are a lot of questions that you may not realize you even need to ask when it comes to managing your finances. Wealth management advisors answers those questions before being asked, and ensure your money is being managed in the best way possible.


What Services Can Squire Wealth Advisors (SWA) Provide?

 A common misconception is that a wealth management advisor is just here to offer advice on investing. This is false. They provide an abundance of services that encompass all parts of a person’s financial life far beyond investment counseling.

Investment Management

SWA likes to begin by exploring your personal financial goals and explain why the advisor feels our strategy may be the right fit for those who are seeking to build or preserve their wealth in wild and woolly markets. Of course, a sensible strategy is best followed by practical implementation, so it’s also worth taking the time to explain how SWA selects the funds they wish to employ.

Retirement Planning

Retirement planning brings with it many important questions. Will your investments keep up with inflation? Are you worried about out-living your money? Are you on track to achieve your financial goals? Do you have a personal financial plan?

SWA identifies your resources, determines your personal goals, and devises a tax-efficient strategy for achieving the retirement that’s right for you. All the planning in the world won’t help if it’s not translated into effective action. SWA helps organize your opportunities, apply evidence-based investing to your efforts and make informed decisions about your assets.

Insurance Review

SWA has a professional responsibility to help you make informed decisions about your financial future. An important step in fulfilling this obligation is to review your life insurance coverage and ensure you are getting the most out of your dollars.

Over the years, many families accumulate a range of insurance policies for a variety of intents. As your family dynamics evolve, you may end up with redundant as well as missing protection for your current risk-management requirements. Insurance may also become an important tool for tax-effective legacy planning.

401(k) Services

Squire and SWA can help you design and implement retirement plans for you and your participants that include the following: Plan Document Creation and Maintenance; IRS and DOL Compliance and Filing; Compliance Testing; TPA Services; Participant Education; Record Keeping; Fiduciary Responsibility Education; Pooled Account and Daily Valuation Investing; Asset Class Investing.

Estate Planning

SWA helps you plan for the disposition of your estate after death and for the perpetuation of family businesses. Squire Wealth Advisors’ estate planning involves the laws of wills, trusts, probate, property, marriage, and state and federal taxation. The goal is to create a practical framework for transforming the richness of your life into a lasting legacy that:

  • Embodies your highest values
  • Preserves your family wealth
  • Protects your loved ones’ well-being
  • Perpetuates your business interests
  • Fulfills your philanthropic intent


Are you in need of some financial guidance? Set up a meeting with Squire Wealth Advisors today to learn about the ways we can support you in your financial endeavors.