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  • Wealth Management
    • Investment Management
      • Sustainable Investing
    • Financial & Estate Planning
    • 401(k) Advisory
  • Investment Banking
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    • Mergers & Acquisitions
  • Insurance Planning
    • Personal Insurance
    • Business Insurance
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  • About Us
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Wealth Management

Investment Management

No two situations are the same. Our financial advisors craft investment solutions, including tax-sensitive and sustainable strategies, that are custom tailored to meet your specific financial objectives. Our proprietary screening and research lead to our open architecture universe of best-in-class asset managers. We’re 100% independent and are not required to use particular products or managers — a distinct advantage over large firms.

 

Financial & estate Planning

Sound planning may help you relieve some of the anxiety associated with a financial future that is either uncertain or yet to be defined. Our experienced financial planners listen to your goals and objectives, and dynamically coach, counsel, and guide you through your financial life based on what matters most to you.

 

401(k) Advisory

Our investment guidance addresses qualified plan needs of our business clients.  BaldwinClarke works closely with business owners and their plan trustees to craft sound and focused 401(k) and cash balance retirement plans.  We curate and advise on plan investments in addition to helping our clients select and monitor top-rated Third Party Administrators (TPAs) and record-keepers.

Family Planning
BaldwinClarke Wealth Management


Learn more about our
Tailored Wealth Management Services

One Bedford Farms Drive
Suite 102
Bedford NH 03110
Contact Us
(603) 668-4353
info@baldwinclarke.com

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.

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