people who dream
Fostering financial freedom that speaks for itself
We’re experts in three core service lines – entirely dedicated to delivering the comprehensive guidance you want, outcomes you seek, and protection you need.
Putting you first
That's the BaldwinClarke way
We’re here to listen to your needs and represent your best interest. We don’t 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.
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.
What’s your plan? We’ve spent 50 years making sure clients like you feel great about their futures.
— Peter Clarke, COO