I-SQUARED WEALTH MANAGEMENT, INC.

Overview

I-Squared Wealth Management, Inc. is a small, individual-owned advisory firm that focuses on fee-based portfolio management for individuals and small businesses, with an emphasis on equity exposure. The firm charges a percentage of assets under management and delivers discretionary portfolio services; it also lists pension consulting-style advisory capabilities. The firm's stated preference is equities, and its activity profile suggests a straightforward, liquid-first approach to implementing client strategies while retaining the ability to allocate to less-liquid alternatives when appropriate. The adviser is not positioned as an ESG or multi-state specialist and does not identify as a capital allocator. Its client base is concentrated among individuals and families, which aligns with the firm’s mix of discretionary accounts and managed separate account activity. Custody and trading flow through Charles Schwab & Co., Inc., which supports the firm’s reliance on exchange-traded instruments and standard custodial services.

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Location & Offices