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 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.

Get to know your money
    • 24/7 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
Goal setting & planning
    • Objective Setting
    • Risk Tolerance
    • Liquidity Needs
    • Investment Horizon
    • Income Needs
    • Tax & Legal
    • Review Allocation
    • Monitoring Performance
Investment advice & consulting
Portfolio management
    • Cash
    • Equities
    • Fixed Income
    • Real Assets
    • Alternatives
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