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Independent wealth & business advisory services

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.

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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.

Find the right service for you

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.

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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.

Learn about all services for business owners

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.

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From the Journal

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#Finterms: Bankruptcy vs. Insolvency

As most of us have heard in the news recently, some banks are being described as “going bankrupt”. Bankruptcies can come into play when individuals, businesses, or municipalities owe more than they own or is owed.
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One Bedford Farms Drive
Suite 102
Bedford NH 03110
Contact Us
(603) 668-4353
info@baldwinclarke.com

About

  • What’s a Fiduciary
  • Our Process
  • Our Story
  • Meet the Team
  • Giving Back
  • Employment Opportunities
  • What’s a Fiduciary
  • Our Process
  • Our Story
  • Meet the Team
  • Giving Back
  • Employment Opportunities

Services

For Individuals & Families

  • Wealth Management
  • Insurance Planning
  • Wealth Management
  • Insurance Planning

For Business Owners & Entrepreneurs

  • Wealth Management
  • Investment Banking
  • Insurance Planning
  • Wealth Management
  • Investment Banking
  • Insurance Planning

For Businesses

  • Wealth Management
  • Investment Banking
  • Insurance Planning
  • Wealth Management
  • Investment Banking
  • Insurance Planning

For Nonprofits & Governments

  • Wealth Management
  • Insurance Planning
  • Wealth Management
  • Insurance Planning

Resources

  • The BC Journal
  • WealthDirect
  • Documents & Forms
  • Client Portal
  • The BC Journal
  • WealthDirect
  • Documents & Forms
  • Client Portal

FAQs

  • Wealth Management
  • Investment Banking
  • Insurance Planning
  • Wealth Management
  • Investment Banking
  • Insurance Planning

Wealth Management Services (“Investment Advisory”, “Financial Planning”, “Retirement Planning”, “Estate & Wealth Transfer Planning”, “Exit Planning”, “401(k) & 403(b) Advisory & Management”, “Qualified Plan Design & Consulting”) are offered through Baldwin & Clarke Advisory Services, LLC (BCAS). BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). BCAS’ Form CRS and other disclosure documents can be found here. The information in this website has not been approved or verified by the SEC, or by any state securities authority. Additional information about BCAS is available on the SEC’s website at: www.adviserinfo.sec.gov, using CRD#105666. Registration does not imply a certain level of skill or training.

Investment Banking Services (“Pre-Transaction Planning”, “Business Valuations”, “Buy-Side & Sell-Side M&A Advisory”, “Debt & Equity Capital Advisory”) are offered through Baldwin & Clarke Corporate Finance, LLC.

Insurance Planning Services (“Life Insurance Planning”, “Disability Insurance Planning”, “Long-Term Care Insurance Planning”, “Shareholder Life Insurance Planning”, “Executive Benefit Planning”, “Key Person Insurance Planning”) are offered through Baldwin & Clarke, LLP.

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