Financial Planning

AllSquare Wealth Management

Income Tax Preparation Checklist

Douglas Bauer, CFPDouglas J. Bauer, President and CEO of AllSquare Wealth, began his career in the financial services industry in 1975 and is a Certified Financial Planner (CFP®) practitioner. His primary responsibilities include overseeing the direction of the firm, client development, and the servicing of existing client relationships. As part of assisting clients with their overall wealth management needs, AllSquare Wealth offers income tax preparation services for individuals, estates, trusts,

AllSquare Wealth Management - Active Management

Active Management

Can You Win the Loser’s Game? Daniel BauerDaniel Bauer, CFP® serves as the Chief Investment Officer of AllSquare Wealth Management, LLC. AllSquare Wealth works with each of our clients to develop a comprehensive financial plan. Our financial planning, discretionary investment management, and tax preparation services are offered on a fee-only basis.