AllSquare Wealth Management, LLC

The two principals of AllSquare Wealth Management, LLC have been providing comprehensive wealth management services to high net worth individuals and small business owners in the Capital District for a combined 60 years.

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. We also offer tax preparation services for individuals, trusts, and estates.

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AllSquare Wealth Management, LLC