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Services

Serving you, above all else

Wealth management, investment banking, and insurance planning services and solutions

We provide expert wealth management, investment banking, and insurance planning services, strategies, and solutions to individuals, entrepreneurs, companies, and nonprofits. Drawing on our cross-firm expertise, we’ll work with you or your business to set meaningful goals and we’ll show you how to reach your milestones.

Find the right service for you, or speak to an advisor today.

For virtually all of our clients, time is their most precious commodity. Time to dedicate toward their business and time to dedicate toward family. Baldwin & Clarke’s holistic suite of services recognizes this dynamic. And we have structured our service offerings in a way that coordinates all aspects of business and personal planning.

— Sean Clarke, Managing Director of Investment Advisory

Independence has its rewards.

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From the Journal

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#Finterms: Profit & Loss Statement

Working capital is defined as the difference between a business’s current assets and its current liabilities listed on its balance sheet. Current assets are items that can be converted into cash over the short term while current liabilities similarly are obligations that need to be satisfied shortly.

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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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