Principal & Co-Founder
Click to view Chuck Baldwin’s CV
Chuck Baldwin co-founded Baldwin & Clarke with his partner, Jack Clarke, in 1971, originally based in Boston, Massachusetts. Chuck focused on estate and life insurance planning while Jack specialized in income tax planning through pensions and insurance. They quickly saw the benefit of combining their capabilities, which formed the foundation of the firm’s multi-disciplinary approach that continues today. In 1976, the firm relocated to Bedford, New Hampshire.
Chuck has had the privilege of working with numerous family businesses, often across multiple generations—a professional passion that continues to drive him.
In 1983, he was appointed Chairman of the Board of the New Hampshire Retirement System by Governor John Sununu and the Governor’s Council, serving until 1996. During that time, he helped implement an institutional investment process that earned a #1 national ranking by Bloomberg for public pension funds with over $1 billion in assets. This process became the basis of BaldwinClarke’s investment advisory platform.
Chuck has also served on the Management Council of the Million Dollar Round Table, on the board of the Manchester Country Club (including terms as Finance Chair and President), and for over 30 years on the board of the Crotched Mountain Foundation, chairing its Finance, Audit, and Investment Committees.
A resident of Nottingham, NH since 1971, Chuck enjoys the outdoors and time with his family. He is the proud father of an entrepreneurial son, a daughter-in-law, and two granddaughters. His hobbies include writing, reading, fly fishing, and golf.
Wealth Management
Chuck advises entrepreneurs and families on creating, preserving, and transferring wealth through investment planning, legacy strategies, and business succession.
He believes tax-efficient, risk-managed portfolios are the best path to long-term wealth preservation, measured by how well they meet a client’s goals—like a secure retirement.
While estate tax savings are a hallmark of his legacy plans—saving hundreds of millions for clients—Chuck also emphasizes the non-financial aspects of legacy: stewardship, accountability, and empowering future generations.
His approach to business exit planning is shaped by experience helping owners avoid lost value due to inadequate succession plans. He focuses on growing transferable business value and ensuring owners can exit on their terms.
Life Insurance Planning
Chuck views life insurance as a unique planning tool—used strategically when it can enhance a broader business or legacy plan. He brings clarity to clients and their advisors, helping select the right product for the situation.
With the increasing complexity of insurance options, Chuck believes expert, unbiased guidance is more important than ever.
(603) 668 – 4353
chuckbaldwin@baldwinclarke.com
LinkedIn
One Bedford Farms Drive
Suite 102
Bedford, NH 03110
Wealth Management Services 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.
