Invest withHead & Heart

For the Head

Investments Powered by Analytics

Optimize your wealth with precision while honoring your priorities, purpose and values.

Tech-Enabled Solutions:
Control at your fingertips

With Wealth Squared, get full control of investment tools, and investment impact.

Five-Star Rated

Eight times awarded as "Five-Star Wealth Manager", the Wealth Squared process pays close attention to risk, returns, and portfolio optimization.

For the Heart

Stewardship Culture
& Impact Map

We help you define your unique Stewardship Culture and utilize Impact Mapping to uncover the impact you want to see in the world. Let us create a custom "Opportunity Filter" for all your investment and generosity decisions.

Impact Checks

We all have values and priorities that change with time. Your quarterly impact checks allow you to see how your investment mix aligns with your values and how your allocation of resources aligns with your priorities.

Harness the Power of
Shareholder Advocacy

Don't abdicate your influence as a shareholder. Let our partners advocate on your behalf to actively shape corporate practices and turn your investments into a force for good.


Meet our founder. Rachel is a faith-based, Certified Financial PlannerTM, Retirement Income Certified Professional® and a Certified Kingdom Advisor® with over 20 years of experience in empowering values-driven investors to pursue a double bottom line of financial returns and positive impact. She is the 2022 winner of the Larry Burkett Award from Kingdom Advisors.

Meet the Wealth Squared Team

True Treasure

Give, save and spend according to your calling. In a quick but impactful read, Rachel provides frameworks for how to pursue money with the Kingdom in mind.


Physical copies available on request.

True Treasure Book

Let's Talk

Schedule an introductory call to see how Wealth Squared can bring controlled strategies that reflect your values.

Schedule a Call


From Planning for Next Gens, to including a spouse in the process, to managing money for HNW individuals in their 30s and 40s, our FAQ section answers commonly asked questions.

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