Your Legacy.
Genuine relationships and personal attention—to you and your
life—are the hallmark of the Baldwin Experience.
A Completely Individualized Approach: We’ve grown a lot in over 40 years, but we’ve never grown too big to not make wealth management
about you. Genuine relationships and personal attention are the hallmark of the Baldwin experience, and why clients often refer their
friends and family. You’ll feel the difference the minute you meet us, and every single time for years to come.
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. Unlike larger firms, trust departments and banks, we offer the flexibility to structure individual portfolios to address your unique priorities, risk tolerance and tax situation.
- Constant direct contact with your team
- Customized reporting & communications
- Personalized family education and counsel
- Professional referrals and introductions
- Priority access to proprietary thought leadership
- Introductions to new literature, analytics, market trends and data to help you strengthen your fiscal acumen
- Investment Policy Statement
- Values Alignment
- Generational Strategies
- Educational Funding
- Charitable Giving
- Private Investments
- Objective Setting
- Risk Tolerance
- Liquidity Needs
- Investment Horizon
- Income Needs
- Tax & Legal
- Review Allocation
- Monitoring Performance
- Cash
- Equities
- Fixed Income
- Real Assets
- Alternatives
