A complete list of active advisors currently associated with AllSquare Wealth Management, LLC
Warmer can help you find a great advisor at AllSquare Wealth Management, LLC or one who fits your needs even better.
AllSquare Wealth Management provides integrated wealth management and consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. Services described in the brochure include financial planning, portfolio management, tax preparation, and consulting on estate, charitable giving, and retirement plan matters, as well as assistance with Medicaid nursing home applications. The firm’s investment approach is grounded in a fundamental analysis framework combined with an efficient-market philosophy: AllSquare sets asset-allocation targets and implements them largely with passively managed vehicles (ETFs, mutual funds, and Treasury securities), with ongoing monitoring and rebalancing tied to clients’ investment policy statements. AllSquare manages client assets on a discretionary basis (about $308 million as disclosed) and tailors portfolios to risk tolerance and client-imposed written restrictions; the firm reports no account minimum. Notable operational features include that certain supervised persons, in their individual capacities, are licensed insurance agents and registered representatives of a broker-dealer and may offer insurance or brokerage services for commissions, while advisory services remain separate and disclosed to address conflicts of interest (including fee-offsets for some retirement plan engagements). The firm also offers in-house tax preparation and specific planning support such as Medicaid application assistance, and it discloses custody practices (e.g., trustee/executor roles subject to annual surprise examination) and a policy of not aggregating trades.
To learn more about the advisors currently working at AllSquare Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Albany, NY
| 25
| |
Albany, NY
| 37
| |
Albany, NY
| 17
| |
Albany, NY
| 39
|
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