This website is for informational purposes and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services, except where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we, nor our information providers shall be liable for any errors or inaccuracies, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any linked website.

Client Privacy Notice

The personal information of any client of Baldwin Wealth Partners, LLC transmitted through this web site is subject to Baldwin Wealth Partners, LLC’s Client Confidentiality Policy, a copy of which may be obtained by contacting our Chief Compliance Officer at 508-748-0800.