elcome to the web page of AllSquare Wealth Management. Here you will find information about our firm, our team, and the services that we provide. Please contact us if you have any ideas or suggestions as to how we can make this website more useful for our clients.
The 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 50 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.