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We Have Formed AllSquare Wealth Management, LLC!

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We are pleased to announce that we have formed a new company, AllSquare Wealth Management, LLC.  AllSquare is an SEC-registered Investment Advisor.  Additionally, we have formed partnerships with Pershing Advisor Solutions for custodial services.  We are very excited about our new firm and the positive impact that our new relationships will have on our ability to continue to provide outstanding service to our clients!

Our office location and phone number remain the same, but we have new email addresses and a new fax number.  Please see the Our Team tab and the Contact Us tab for more information. read more

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We Have Moved!

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Our move went smoothly, with Doug and Dan doing most of the heavy lifting!  We are settled into our new office space at Great Oaks Office Park.  Still some pictures to hang and chairs to assemble, but we are up and running.

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