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Our Process

Putting you first

That's the BaldwinClarke way

Whether we’re helping you and your family or your business, we’re here to act as your partner — to deliver forward-thinking, clear, and integrated strategies and solutions that will meet your personal and professional planning requirements.

Find the right services for you

Did you know?

We have a history of helping entrepreneurs and executives untangle intertwined personal and professional assets, harmonize complex financial situations, and integrate strategies that carry out multigenerational objectives.

Learn about planning for business owners

Our Process at a Glance

Review Needs

Our job is to be your financial fiduciary. We take time upfront to learn about you and to identify every strength, weakness, opportunity, and threat (SWOT) that relates to your life and what you want from it. Then we align our recommendations with your best interest.

Develop Goals

Once we understand how your money is currently invested, what resources you have available, your risk appetite and liabilities, and what you want for your future, we help you craft realistic short-term and long-term financial goals, tax minimization objectives, insurance protection plans, multi-generational initiatives, and when applicable, strategies to streamline your personal and professional pursuits under one roof.

Demonstrate Impact

We don’t believe in surprises and neither should you. Beyond goal-setting, we make sure to pause and illustrate impact. We want you to understand every opportunity at hand and any alternatives available. It’s important you feel educated about the decisions we make together.

Implement Planning

With a cohesive roadmap in place, we coordinate custom strategies and solutions on your behalf. This includes collaborating with outside professionals, such as your attorney or CPA, and orchestrating all teamwork between and leveraging expertise across our wealth management, investment banking, insurance planning divisions.

Monitor & Manage

The market and your life will inevitably change and shift over time, and so will your needs, priorities, and plans. Our teams keep a watchful eye on Wall Street, monitor your portfolio, and check in on your well-being. As we measure the market, we proactively adjust planning and action as necessary.

We help client’s invest for the long term.

– Sean Clarke, Managing Director of Investment Advisory

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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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