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AllSquare Wealth Management Opens For Business

AllSquare Wealth Management has opened for business, providing wealth-management services to high net worth individuals and small business owners in New York State's Capital District and in 12 different states.

 
PRLog - Sep. 17, 2010 - Douglas J. Bauer, CFP® and Daniel D. Bauer, MSFA, have formed a new company, AllSquare Wealth Management, LLC, an SEC-registered Investment Advisor. The new firm has formed strategic alliances with Pershing Advisor Solutions, LLC, a subsidiary of The Bank of New York Mellon Corp., for custodial services and with Spire Securities, LLC, a FINRA member firm, for broker-dealer services.

AllSquare provides wealth-management services to high net worth individuals and small business owners in the Capital District and in 12 different states. The firm's services include retirement income analysis, estate and wealth transfer planning, investment policy statement development, fee-based portfolio management and risk-management strategies. The firm also offers tax preparation services for individuals, trusts and estates.

The firm's president, Douglas J. Bauer has more than 35 years of experience assisting clients with their financial and life goals. He consults with his clients on a wide range of issues including business continuation, charitable gifting strategies, financial planning, life insurance, investment analysis, retirement income analysis, income tax preparation and estate planning.  He holds a Master of Science degree in Financial Planning from the College for Financial Planning and a Bachelor of Science degree in Business Administration from the State University of New York at Albany. Additionally, he has earned a number of professional designations including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Financial Planning Practitioner (CFP).

The firm's vice president, Daniel D. Bauer began his career in the financial services industry in 2001. His primary responsibilities include portfolio management, account servicing, developing financial plans and creating investment policy statements. He holds a Master of Science degree in Financial Analysis from the College for Financial Planning and a Bachelor of Science degree in Statistics from Cornell University.

"Our corporate philosophy remains simple," Douglas J. Bauer says. "In serving our clients, we shall recommend the course of action which we would apply to ourselves in the same situation."

AllSquare Wealth Management is located at 200 Great Oaks Blvd., Suite 219, in Albany, NY. The telephone number is 518-456-8900. For further information, visit the new Website at www.AllSquareWealth.com

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Bartel Communications, Inc., is an award-winning corporate communications firm that builds the images of companies with words through writing, editing, marketing, public relations, crisis management/communications and business anniversary consulting.

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Contact Email:
***@paulinebartel.com Email Verified
Source:Bartel Communications, Inc.
Phone:518.237.1353
Zip:12188
State/Province:New York - United States
Industry:Finance, Business, Insurance
Tags:investment advisor, wealth management services, retirement income analysis, estate planning, wealth transfer, investments
Shortcut:prlog.org/10938904
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