BaldwinClarke
New England-based financial services firm that
helps people achieve their lifetime and legacy goals.
Assisting clients through 50 years of economic and
generational change since 1971.
Fostering financial freedom
BaldwinClarke are experts in three core service lines. We are entirely dedicated to delivering the comprehensive guidance you want, outcomes you seek, and protection you need.
Wealth Management
Investment Banking
Insurance Planning
Putting you first
That's the BaldwinClarke way
We are here to listen to your needs and represent your best interest. BaldwinClarke does not cross-sell products, collect hidden fees, or make recommendations that aren’t expressly designed to lead you, your business or your organization to a brighter financial future.
Streamlining your business and personal life under one roof
We have a history of helping entrepreneurs and executives align personal and professional interests, untangle intertwined assets, harmonize complex investment situations, and integrate strategies and solutions that carry out multigenerational objectives.
Shaping Tomorrow
BaldwinClarke’s Sustainable Focus
Sustainable investing has deep roots in our organization. BaldwinClarke is committed to serving socially conscious individuals, families, business owners, and endowments and trusts – crafting bespoke strategies and tailored portfolios that reflect the impact our clients want to have in the world.
Leading through economic cycles and across generations
We’re led by tenured management and teams of investment advisors, investment bankers, financial planners, and insurance experts who all share an unwavering commitment to your success.
