Estate & Gift Opportunities in a Crisis
The present Coronavirus crisis has undoubtedly wreaked havoc on all our lives, impacting both our personal and professional worlds. The …
Managing Director: Investment Advisory
Baldwin & Clarke Advisory Services, LLC
Managing Director: Investment Advisory
Baldwin & Clarke Advisory Services, LLC
I have been a part of the BaldwinClarke family since 2000, having joined the firm as an Investment Advisor to help grow and support our client base. From a client perspective, I spend virtually of my time working with our advisory clients in helping to develop, position, monitor and alter investment strategies as needed. Prior to joining BaldwinClarke, I served as an investment broker for Dean Witter (which became Morgan Stanley) and started my career at Citizens Trust/Working Assets (a socially responsible mutual fund company). Over 25 years later, I remain committed to this business and more specifically to our clients. It is the process of helping understand and solve unique client problems that is the most satisfying aspect of my work. And it is unequivocally the relationships established with clients that are most impactful and important to me. Outside of work, I currently live in Portsmouth, NH and enjoy the many things the seacoast has to offer. My active hobbies are ice hockey, biking, golf and skiing.
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 for each client.
Over the years our focus and niche has been in 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 memorializing these efforts through the creation of a specific path and plan.
603-668-4353
seanc@bcasi.net
LinkedIn
One Bedford Farms Drive
Suite 102
Bedford, NH 03110
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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.
LFS-3165687-071620
