top of page
finance-gf5adf6917_1920.jpg

Innovative Strategies 
Achieving Growth

IMG_4120.JPG

Phil Stanley

Principal

IMG_4137.JPG
IMG_4137.JPG

Kristine Cranley

Financial  Strategist

IMG_4121.JPG

Anna Kirby

Executive Assistant

Who We Are

PM Squared is based in Fort Worth Texas that seeks to provide a family office feel to the everyday investor.   To this end we tailor our financial planning services to the individual needs of our clients by offering them an expansive array of investment tools, ranging from opportunities for cryptocurrency exposure and private equity offerings.
investment-g2c7403809_1920.jpg

INVESTMENT TOOLS

Cryptocurrency

With more and more of our clients asking for exposure to cryptocurrency in their portfolios, PM Squared is proud to partner with BitGo to offer digital asset investment to our clients, while leveraging our team's personal experience in trading Bitcoin since 2014.

Private Equity

For our accredited investors, PM Squared is proud to offer the opportunity to invest in Texas, through capital raises for promising and established local businesses that generate steady income dividends and potential for capital growth. 

"Rich relationships lead to much more than money. They lead to success, fulfillment and wealth"

Jeffrey Gitomer

Screen Shot 2022-01-27 at 8.49.52 PM.png

PLANNING SERVICES

FINANCIAL
PLANNING

Adjust investments according to personal goals, time horizon and risk tolerance

RISK
ANALYSIS

Understand financial risks and work toward ways to hedge against them

BUSINESS
PLANNING

Plan for current and future business goals, including exit strategies

LEGACY
PLANNING

Develop strategies for wealth transfer and charitable giving

bottom of page