Our Purpose

Wealth Squared exists to serve, guide, and care for our clients by partnering with them to pursue God's plan for their lives.

We believe this will lead to a life that is rich with meaning and purpose.

Wealth Squared is a virtual and concierge advisory practice powered by technology with a personal touch

We're real people, here to serve you. And our processes can help you feel connected and supported, wherever you are.

Get to know us better by understanding our Core Values and exploring our bios below.

We look forward to being of service to you as you live out your priorities and values and make financial choices that carve out a meaningful pathway for your life.

Core Values

Excellence with Humility

We are committed to excellence in every area of our work. Believing that we are never done learning, we pursue personal and professional growth and consistently look for ways to add more value for our clients.

Integrity

We believe that handling our clients’ wealth and dreams is both a tremendous honor and a serious responsibility. We strive to earn trust and demonstrate integrity by putting our clients’ interests first (as fiduciaries), knowing our core competencies, and doing what we say we will do.

Courage

We challenge the status quos in wealth management. We believe it is possible to pursue profits and a positive impact and we are called to be front-runners in values-based investing. We also embrace, rather than resist, advances in technology that allow us to serve clients more effectively.

Caring

We care about our clients. They are people, not numbers. Beyond that, we care about what our clients care about. Their goals become our goals. As we journey with them, we both grieve and celebrate life's moments together.

Personal
Details

Your Unique Stewardship Philosophy & Style

  • Vision, Mission, Values
  • Priority + Goals
  • Risk Preferences
  • Definition of Success
  • Family Dynamics

Your Financial Details

  • Cash Flow
  • Net Worth
  • Liquidity Needs
  • Taxation
  • Risk Capacity
  • Family Business

Universe of Values
Aligned Investments

Public Market

  • Stocks
  • Bonds
  • Cash
  • Real Assets

Donor Advised Funds

Private Markets

  • Private Equity
  • Private Credit
  • Private Real Estate
  • Impact Funds
  • Angel Investments

Closely Held Company

Financial Planning
Recommendations
Asset Allocation
with Impact Goals
Investment Policy
Statement
Tech-Empowered Strategy
Implementation
Organization of
Documents & Process
- coordinate with CPA, attorney, etc.

Let's Talk

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

Schedule a Call

"Together, we are about to start a purposeful journey where we help you align your pursuit of your personal financial goals with the values you hold in your heart."

Discover Wealth Squared HQ

Rachel
McDonough

CFP®, CKA®, RICP®

is a faith-based, Certified Financial Planner™, 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.

Rachel is a frequent speaker and a published author on the topics of Faith-Driven Investing and stewardship. She lives in Wisconsin with her husband, Chris (a fellow entrepreneur) and their 3 rowdy and amazing kids. In her volunteer work, she serves on the board of Talanton (an impact investment fund focused on job creation in East Africa) and leads worship at church.

Schedule a Prospective Client Consultation

Osni
Ferreira Filho

MBA, BFA, CFP®

Wealth Advisor™

is a Certified Financial Planner™ and a Behavioral Financial Advisor™. His analytical background and extensive education allow him to develop unique solutions for clients' complex situations. Driven to know people's stories and connect with them personally, he loves to pray for clients and celebrate their achievements.


Osni, originally from Brazil, moved to the US in 2015 and worked as an engineer before moving to the financial industry as an advisor. He lives in MN with his wife, Sarah, and attends Bethlehem Baptist Church.

Schedule a Client Service Appointment

Zach
Graybill

Client Service
Associate

Zach is a proud graduate of Texas A&M University with more than a decade of client service experience. He strives to achieve unparalleled attention to detail as he provides operational and administrative support for Wealth Squared. He holds insurance licenses and the Series 65. Zach and his wife, Miranda, recently relocated to Durham, NC where they love to find new restaurants and explore local hiking trails with their two pups. He is also an avid runner with his sights set on completing his second marathon later this year.

Connect with Zach

Tim
Macready

CIMA®, Head of Global
Multi Asset Investing

As Head of Global Multi Asset Investment, Tim is working with faith-based and values-driven investors to help them explore and implement practical steps. He is passionate about helping faithful investors steward their portfolios to achieve higher positive impact and alignment between their portfolio and their values.


Tim founded Brightlight in the US, an EverSource Wealth Advisors Team, after a successful career in Australia, including serving as CIO for a $1bn+ pension fund. In his spare time, Tim enjoys outdoor activities such as hiking, snowboarding and cycling and is actively involved in his church community.

Daniel
Phillips

CFA®, CFP®
Director of Investments

As Director of Investments, Daniel has served as part of the core team that launched EverSource Wealth Advisors. He advises on the development of EverSource’s middle office services and technology platform with a focus on the investment consulting needs and experience of advisors.



Daniel has worked in the wealth advisory and investment industry since 2012, most recently as a financial planner and portfolio manager for BMSS Wesson Wealth Solutions where he was primarily responsible for developing the firm’s evidence-based investing philosophy and strategies.  Prior to that, Daniel served on the Trust Investment Committee as a trust portfolio manager and investment analyst in the Wealth Services Division of Cadence Bank.