Managing Director: Investment Advisory
Baldwin & Clarke Advisory Services
Wealth Management
I work as the Managing Director for Baldwin & Clarke Advisory Services – a boutique advisory firm with an extensive history in financial planning, estate planning and wealth management.
Our objectivity stems from being independent and is an important and attractive aspect to our current and future clientele. Investment strategies are customized and completely non-proprietary, which allows us to build investment strategies purely off of defined objectives and by utilizing highly vetted investment components specific to each client.
Over the years our focus and niche has been helping entrepreneurs and business owners identify and manage their unique set of circumstances and planning needs. Our ability to separate but coordinate both personal and business goals & objectives is a significant part of our value proposition. Ultimately, we help memorialize these efforts through the creation of a specific path and plan.
603-668-4353
seanclarke@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.