BaldwinClarke
New England-based financial management firm that helps clients achieve their lifetime and legacy goals.
Assisting clients through over 50 years of economic cycles and generational change since 1971.
BaldwinClarke specializes in three core services; Wealth Management, Investment Banking and Insurance Planning.
By offering three distinct areas of service we can help simplify and mange each client’s unique financial situation, integrating business and personal when needed.
Wealth Management
Whatever your situation or stage in life, BaldwinClarke will help you grow, protect and pass on more of your wealth. Our investment and financial planning offerings help build long-term strategies to achieve your goals and objectives.
Our planning processes are often integrated with our investment solutions to help simplify your financial affairs and harmonize available opportunities.
As fiduciaries we always represent your interests, first and foremost.
BaldwinClarke does not cross-sell products, collect hidden fees, or make recommendations that are not designed to guide you, your business or your organization.
Investment Banking
We work closely with business owners and entrepreneurs to help them develop and implement sound strategies to maximize business and shareholder value.
As a boutique investment banking and corporate advisory firm, we focus on small and middle market entrepreneurial companies.
BaldwinClarke seeks to partner with exceptional leadership teams in industries where our expertise and network of resources complement our clients business objectives and strategy.
Insurance Planning
We have been addressing business owner life insurance as well as individual long term care insurance needs for nearly 50 years.
As independent brokers, we provide objective planning, advice and guidance. We find the right product with the right company for your unique requirements.
We can create a life insurance plan to carry out the vision you have for your family’s financial well being, if you are not here. We also coordinate the plan with your other assets to create an integrated strategy.
Tenured management teams
We are led by Investment Advisors, Financial Planners,
Valuation Analysts, Investment Bankers, and Insurance Planners.
All of us share an unwavering commitment to your success.
