What We Do

We partner with our clients to achieve their aims and ambitions. We do this by crafting personalized strategies and routinely reviewing the effectiveness of the plans in place.

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PLANNINg SERVICES

Financial Planning

Planning for your unique financial goals and what's important to you

Risk Analysis

Evaluate and solve for risks that impact your financial life

Business Planning

Current and future business goals, including exit strategies

Legacy

Planning

Strategies for wealth transfer and charitable giving needs

Investing Tools

INVESTING TOOLS

Public Market and funds

Portfolio management, alternative investments, and retirement plans

Private Equity

Directly invest in private companies

Alternatives

Diversification through other means, including options trading

Cryptocurrency

Acquisition and usage strategies for personal and business needs

Our mission is to deliver access to emerging blockchain opportunities while providing investors with a consistent income stream and the potential to capitalize on the growth of digitization.

- Phil Stanley, Founder and CEO

PM Squared’s investments span the full range of blockchain and distributed ledger technology possibilities. PM Squared's solution leverages blockchain technology and couples it with experience from the traditional securities world.

WHY USE US

What we do

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