AllSquare Wealth Management, LLC

Douglas Bauer is a CFP® and ChFC® with 36 years of industry experience. He has been with AllSquare Wealth Management, LLC since 2010. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm combines fundamental analysis with an efficient-market philosophy, primarily using passively managed investment vehicles tailored to clients’ risk tolerance and restrictions.

Daniel Bauer is a CFP® with 24 years of industry experience. He is affiliated with AllSquare Wealth Management, LLC and has also worked with Purshe Kaplan Sterling Investments since 2014. Bauer is an independent insurance agent in addition to his advisory role. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental analysis approach combined with an efficient-market philosophy, focusing on asset allocation through passive investment vehicles and offers additional services such as tax preparation and Medicaid application assistance.

Daniel Weinberg is a financial advisor at AllSquare Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2014. Outside of his advisory role, Weinberg serves on the board of the Albany Jewish Community Center and is vice-chair of the investment committee for the Endowment Board of Governors at the Jewish Federation of Northeastern New York. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a fundamental analysis framework combined with an efficient-market philosophy, primarily implementing asset allocation through passively managed vehicles, and offers discretionary portfolio management tailored to client risk tolerance without an account minimum.

Brett Harris is a financial advisor at AllSquare Wealth Management, LLC in Albany, NY, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments, First Niagara Securities, and LPL Financial. Harris serves on the finance committee of Liberty ARC, a charitable organization, as a board member. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental analysis framework combined with an efficient-market approach, primarily using passively managed vehicles to tailor portfolios to client risk tolerance and preferences.