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Documents & Forms

Offering transparency in everything we do

Publicly available company-wide documents & forms

BaldwinClarke is committed to providing the public and our clients with total transparency. Below is critical information you are welcome to review. These documents and forms disclose how we work alongside our key partners and business relationships and acts as a protection to our clients in the unlikely event that a disruption in business were ever to occur.

BaldwinClarke Wealth Management




Tailored Wealth Management

Learn about our Investment Strategies, Planning & Solutions for Successful Business Owners, Individuals, and Families

Company-Wide Documents

Business Continuity Tear Sheet
Privacy Policy

BaldwinClarke Advisory
Service-Specific Documents

Form ADV Part 2
Form CRS

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From the Journal

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#Finterms: Total Enterprise Value

Total Enterprise value, or TEV, is valuation metric that quantifies the total value of a company. TEV is often used when evaluating the overall economic worth of a business in the context of a sale or acquisition.
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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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