AllSquare Wealth Management, LLC

AllSquare Wealth Management, LLC is a wealth management firm in Guilderland, NY. The two principals have provided comprehensive wealth management services to high net worth individuals and small business owners in the Capital District for a combined 60 years. The firm serves clients throughout Albany, Guilderland, and the greater Capital Region.

The team includes Douglas J. Bauer, CFP, who has over 45 years of professional experience assisting clients with their financial and life goals. Daniel D. Bauer, CFP, brings more than 18 years of experience in the financial services industry and serves as the firm’s Chief Compliance Officer and Chief Investment Officer. His responsibilities include investment portfolio management, investment account trading, strategic financial planning, and creating investment policy statements for individuals and organizations. Other team members include Daniel M. Weinberg, Brett Harris, and Laurie Rozonevski.

Services offered include retirement income analysis, estate and wealth transfer planning, investment policy statement development, fee-based portfolio management, and risk-management strategies. The firm also provides tax preparation services for individuals, trusts, and estates, a practice it has maintained for over 15 years. The firm emphasizes treating clients with respect, maintaining privacy, and delivering proactive, transparent communications.

AllSquare Wealth Management holds a rating of 5.00 based on customer reviews. This positive feedback reflects the firm’s long-standing service to the local area and its focus on advocating for clients’ best interests.