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Meet our Team

Take control of your investments with i-squared Wealth Management. There are no limits.

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The i-squared Advantage

Education brings opportunity. Expand your knowledge with i-squared Wealth Management.

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Providing Customized Investment Management Solutions with Integrity and Independence

Welcome to i-squared Wealth Management

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 Plans to Match Your Needs.

At i-squared Wealth, we specialize in tailoring our plans 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.

Our Services

Private Wealth Management

Growing your wealth requires patience and foresight. With our experience across market cycles, we can help develop diversified portfolios to help meet your financial goals.

Retirement Solutions

Planning for your or your employees’ retirement can seem daunting, let us help develop a retirement solution for you.


Alternatives can be an important solution to many portfolios. Find out how our extensive experience in alternatives can be an asset to your portfolio.

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