Broker Check

Our Services

At i-squared Wealth, we provide expert assistance in the following areas:

Private Wealth Management:

Markets shift and economies change, but our advisors remain dedicated to safeguarding what you’ve built. As changes occur, our customized investment portfolios are built to adapt. Our unparalleled asset management relies on prudent action, discipline and consistent oversight. While we work to help protect and grow your assets, our disciplined investment strategy process will help minimize risk while maximizing your return.

Retirement Solutions:

At i-squared Wealth Management, we can help you and your firm across a variety of retirement plan services; from monitoring and managing investments, customizing employee education, assisting cost control measures and more. We specialize in bringing tailored, long-lasting solutions to small and midsized companies. No matter what you need, our advisors will be here every step of the way.


Our team has extensive experience in alternatives. We have allocated capital across alternative strategies. We have deep knowledge of the alternatives universe, and a network to access top talent. We have allocated across structures, whether, fund, managed account or liquid alternative. We provide advisory, proprietary product, and fund solutions.