Collaborative. Engaging.
And Guided by Purpose.
At Baldwin, we offer a personalized, comprehensive experience that involves far more than your money. It involves you.
By integrating personal aspects of your life with your wealth management strategies, we are able to craft original solutions, solve unusual problems, and create personalized opportunities for both broader future impact and practical, day-to-day realities.
YOUR LIFESTYLE: Your health, your home-life, your challenges, your family and all the things that bring you joy.
YOUR LEGACY: Your values, your future plans, your next generation, and the impact you want to have on the world around you.
YOUR TIME & MONEY: From budgets to bookkeeping, all the services you need so you can live life outside the office.
YOUR TEAM: Thoughtful, visionary, friendly and here for you now – and long into the future.
YOUR INVESTMENTS: Integrated portfolios of equities, fixed income/bonds, alternatives, private investments and ESG focused investments to match your unique circumstances and preferences.
YOUR INVESTMENTS
Bringing Together Four Decades of an Unwavering Commitment to Strong Corporate Governance, Environmental Awareness, and Community Wellbeing.
At its core, investing is about enhanced communication. We seek companies that are transparent about their financial results and their corporate practices, evaluating any influences that may impact our clients’ financial objectives.
The Baldwin
Difference
We look closer and go deeper to uncover opportunities that can make a real difference in your life, in your future, and in the world around you.
Positive Growth
& Risk Mitigation
We believe a company with informed ESG practices typically exhibits operational excellence while aligning with stakeholder interests.
Private Investment
Diligence
Opening access to private market investments that target non-correlated competitive returns.
Your Team
We’ll help you get comfortable with your money,
because we make it easy to get comfortable with us.
Considerate, deliberate and kind – you’ll find we are a group that goes unusually deep but keeps
things delightfully simple. We manage complexity with ease and help break down any barriers you may have to understanding your money and your financial future.
Who We Are
We’re different people who share one truth: We love what we do.
Where We Are
We’re located 60 miles southeast of Boston in Marion, Massachusetts.
Work With Us
Committed to client success? We’d love to learn more about you!
Your Time & Money
We invite you to enjoy a full suite of services designed
to minimize stress and maximize joy in your life.
We like to say we offer soup to nuts, and a side of whatever else you may need. We go above and beyond to help manage your priorities and your money. From budgeting to bookkeeping, from financial planning to estate planning, we are trusted stewards of every dollar—and every day—helping you minimize stress and maximize joy in your life.
Deliberately-sized and decidedly innovative, our high-touch, holistic, and collaborative approach puts you in a much better position to have a positive impact in ways that matter to you and your family.
The experience of managing wealth is never the same for any two individuals or families. But in every case, wealth management comes with a lot of responsibility; for families, and for next generations.
Growing your future together
Ready to Elevate Your
Financial Journey?
Schedule a complimentary consultation with Baldwin Wealth Partners today.
