CoverProfile

Douglas Bauer

President, Principal, CEO

AllSquare Wealth Management LLC

United States, New York, Albany

About Me

Douglas Bauer has over 45 years of professional experience assisting clients throughout Albany, Guilderland, and the greater Capital Region with their financial and life goals. Doug consults with his clients on a wide range of issues including: estate distribution planning, charitable gifting strategies, financial planning, life insurance, investment analysis, retirement income planning, business continuation, and income tax analysis/preparation. Doug holds a Master of Science degree in Financial Planning from the College for Financial Planning (1992), and a Bachelor of Science in Business Administration from SUNY at Albany (1975), and is dedicated to the life-long enhancement of his indu

View more

Profile Information

President, Principal, CEO

AllSquare Wealth Management LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Albany

New York

United States

Aug 19, 2025

More profiles to browse

DB
David Bauer
Financial Advisor & Wealth Manager
DB
Daniel Bauer
Principal, Chief Investment Officer
BH
Brett Harris
Senior Financial Advisor
Profile Photo
Dan Weinberg
Chief Economist, Senior Financial Advisor

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation