AllSquare Wealth Management
About
AllSquare Wealth Management provides comprehensive wealth management to high net worth individuals and small business owners in the Capital District, with principals whose combined experience spans decades.
What to know
- Services include retirement income analysis and estate and wealth transfer planning.
- It develops investment policy statements and offers fee-based portfolio management.
- Tax preparation is available for individuals, trusts, and estates.
- The team includes Douglas J. Bauer, CFP, and Daniel D. Bauer, CFP.
- Its stated values are diversity, respect, and transparency.
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