Registered Investment Adviser
i-squared Wealth Management provides customized investment solutions with the goal of superior risk-adjusted returns and uncompromising client service.
Welcome
Through integrity and independence, i-squared Wealth Management provides customized investment management solutions with the goal of providing superior risk-adjusted returns and client service.
Financial Guidance
We Offer Personalized Portfolios to Match Your Needs.
At i-squared Wealth, we specialize in tailoring our portfolios to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.
What We Do
Tailored strategies built around you — today, and for the decades ahead.
Insights & Perspectives
September 2026
There were two events in August that could have a lasting impact on markets. The first event was actually two instances in which the Treasury used historically unconventional ways to defend Treasury yields.
August 2026
Margin calls, positioning, de-grossing, options, rebalancing, and technicals dominated the market action in July. The epicenter of the action was Korea.
July 2026
In recent weeks there have been some major developments in AI that have significant implications for index investors.
Get in Touch
We work with individuals and families at all stages of their financial journey. Reach out to learn how we can help.
Office Address
999 Riverview Drive, Suite 201
Totowa, NJ 07512