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.

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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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