S Squared Advisors is an independent financial advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The company specializes in offering holistic wealth management solutions and family office services tailored for a select group of high-net-worth individuals, family offices, and foundations. Their approach integrates investment management with comprehensive financial planning, including tax, estate, and philanthropic strategies, to provide a centralized and sophisticated service for their clients' complex financial lives.

Founded in

United States