Allsquare Wealth Management, LLC

AllSquare Wealth Management, LLC, established in March 2025, is a registered investment adviser based in Albany, NY. The firm specializes in providing integrated wealth management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Principals Douglas J. Bauer and Daniel D. Bauer lead the firm. AllSquare Wealth offers financial planning and consulting services, investment management on a discretionary or nondiscretionary basis, and tax preparation services. Clients can engage the firm with no minimum account size requirement. AllSquare Wealth acts as a fiduciary, obligated to act in clients' best interests. The firm charges fees based on assets under management, with a tiered fee structure. Clients may also incur fees from qualified custodians for transactions. AllSquare Wealth primarily uses fundamental analysis for investment decisions and implements a passive investment strategy using ETFs, mutual funds, and individual securities. The firm conducts regular account reviews and provides clients with detailed reports. AllSquare Wealth does not participate in performance-based fees, soft dollar benefits, or proxy voting on behalf of clients. The firm has no disciplinary disclosures and maintains custody over client assets through qualified custodians. AllSquare Wealth does not vote proxies on behalf of clients and does not have any financial conditions that may impair its ability to meet commitments.