How We Serve
Our Clients

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.

Custodians

Provide:

Monthly Statements
Tax Reporting
Asset Clearing + Custody
SIPC Protection

Ever Source
Wealth Advisor, LLC

Registered Investment Advisor

Compliance Supervision  •  Back Office Support
$3 Billion
Assets under management

Wealth
Squared Team

See who is your touchpoint for each step of our journey together.

Osni Ferreira Filho

Your primary contact for financial planning, portfolio administration and investment advice.

Connect

Zach Graybill

Your primary contact for service needs such has transaction requests, help with technology, or questions about statements.

Connect

Rachel McDonough

Your primary contact for helping you get clear on the big picture, strategy, navigating family dynamics, feedback on the process, or thought leadership.

Connect

Technology

See which technology tools we use to
help you achieve your goals.
black diamond logo
Performance Reporting
Transactions
Asset Allocation
All Portfolio Details
emoney logo
Financial Planning Tool
Goals Analysis
Track Net Worth
box logo
Document Upload
Two-way Secure File Sharing
Cloud Storage
Logo
HQ - Coming Soon
Personal Dashboard
Access + Organization
Everything in One Place

We recommend you use a password manager and contact us if you need support with your accounts.

Share Documents
With Us

Securely upload your files using this button and our team will receive notification.

Upload Here

Schedule your
Appointment

At Wealth Squared you are our top priority.
While our service team proactively initiates scheduling, click here to schedule an additional meeting if you need some extra support.

Schedule a Call

This link is intended only for client or prospective client use.