AllSquare Wealth Management, LLC

AllSquare Wealth Management, LLC is a wealth management firm in Guilderland, New York, serving high net worth individuals and small business owners throughout the Capital District. The firm provides comprehensive financial planning services, including retirement income analysis, estate and wealth transfer planning, investment policy statement development, fee-based portfolio management, risk-management strategies, and tax preparation for individuals, trusts, and estates. With a combined 60 years of experience among its principals, the firm emphasizes personalized, client-focused strategies rooted in integrity, transparency, and respect. It maintains a 5.00 rating based on client feedback, reflecting strong satisfaction with its service and expertise.

The firm was founded on principles of client advocacy and long-term financial stewardship, with its two principal advisors bringing decades of experience in financial services. Douglas J. Bauer, with over 45 years in the field, leads the firm with a personal philosophy of recommending only what he would choose for himself. Daniel D. Bauer, the firm’s Chief Compliance Officer and Chief Investment Officer, brings more than 18 years of experience in investment management and strategic financial planning. The team is committed to diversity, transparency, and proactive communication, tailoring interactions to each client’s preferred method, whether by phone, email, mail, or in-person. Their fee-based model ensures alignment with client interests, avoiding conflicts tied to commissions.

Located at 200 Great Oaks Blvd Suite 219 in Albany, NY, the firm occupies a dedicated space within a commercial corridor that serves the broader Capital Region. The building is situated along Great Oaks Blvd, a key thoroughfare connecting residential and business districts in the area. While no specific nearby landmarks are listed, the location is accessible from major regional routes and situated within a professional business environment.

AllSquare Wealth Management demonstrates strong digital presence and credibility, with a well-optimized website that search engines interpret clearly and extensive, accurate business information available across online platforms. These attributes contribute to consistent visibility and trustworthiness in digital searches.

As a trusted financial partner in Guilderland, AllSquare Wealth Management stands out for its deep expertise, client-centered approach, and commitment to long-term financial security in a region where personal financial planning is increasingly vital.