AllSquare Wealth Management, LLC
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-
Address
200 Great Oaks Blvd Suite 219
Guilderland, NY -
Phone
(518) 456-8900 -
Website
allsquarewealth.com
Location
About 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.
Score Summary
BizScoreAI scanned the website allsquarewealth.com on June 23, 2026. AllSquare Wealth Management, LLC has a BizScore of 59 out of 100. The website audit behind the SEO score ran on October 27, 2026.
- AI Visibility46 out of 100
- SEO71 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 0 of 25 points, Content Readiness 26 of 30 points, AI Trust Signals 10 of 20 points.
Website audit sub-scores (out of 100): On-Page 55, Technical 82, Performance 96, Content 50.
Strengths: 6 checks passed. AI Crawler Access, AI Content Blocking, Q&A Content, AI-Parseable Headings, About/Team Page, XML Sitemap.
Areas to improve: 4 checks. llms.txt (failed), Structured Data (failed), Meta Description (failed), Author Signals (warning).
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Browse: Businesses in Guilderland, NY · Wealth Management in New York · Businesses in New York
AI engine reads
Read by AI engines 5 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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