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WealthDirect

Connecting you to everything you own

A financial information and management tool for individuals and families

Do you know where everything you own is and what everything’s worth? 

WealthDirect by BaldwinClarke is a financial website and management tool that enables our clients to monitor their personal wealth 24/7 — giving them a global view of their finances and a virtual vault, where they can safely store all of their vital and valuable documents.

Learn more below.

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Sign in to your account today

Features

BC-AccOverview

Accounts Overview

Connect your bank accounts,
401k plans, mortgages, life
insurance, +more

BC-DollarSign

Spend Tracking

Know how much you're
spending and where

BC-Calculator

Budgeting Tools

Set goals and monitor cash
flow to help you reach your
savings goals.

bc-bargraph

Investments
Overview

Connect your bank accounts,
401k plans, mortgages, life
insurance, +more

BC-Lockbox

Digital
Documents Vault

Know how much you're
spending and where

BC-education

Education
Center

Set goals and monitor cash
flow to help you reach your
savings goals.

BC-Alerts

Alerts & Alarms

Safety store/access wills,
trusts, POAs, tax returns,
insurance policies, +more

Benefits

BC-Gear

Customize Your
Dashboard

Connect your bank accounts,
401k plans, mortgages, life
insurance, +more

BC-mobile

Mobile Friendly

Easily access WealthDirect
from your smartphone

bc-24-7-365

24/7/365
Access

Access WealthDirect
anytime, anywhere

BC-collaboration

Collaborate with
Professionals

Screenshare with your advisor, no third-party
software necessary

BC-security

Safety &
Security

WealthDirect employs 256-bit SSL encryption, password protection, firewalls, intrusion detection, audits and inspections, and is certified hacker safe and entirely non-transactional

Take control of your financial world

Contact Us Today

News & Updates

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From the Journal

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#Finterms: Total Enterprise Value

Total Enterprise value, or TEV, is valuation metric that quantifies the total value of a company. TEV is often used when evaluating the overall economic worth of a business in the context of a sale or acquisition.
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One Bedford Farms Drive
Suite 102
Bedford NH 03110
Contact Us
(603) 668-4353
info@baldwinclarke.com

About

  • What’s a Fiduciary
  • Our Process
  • Our Story
  • Meet the Team
  • Giving Back
  • Employment Opportunities
  • What’s a Fiduciary
  • Our Process
  • Our Story
  • Meet the Team
  • Giving Back
  • Employment Opportunities

Services

For Individuals & Families

  • Wealth Management
  • Insurance Planning
  • Wealth Management
  • Insurance Planning

For Business Owners & Entrepreneurs

  • Wealth Management
  • Investment Banking
  • Insurance Planning
  • Wealth Management
  • Investment Banking
  • Insurance Planning

For Businesses

  • Wealth Management
  • Investment Banking
  • Insurance Planning
  • Wealth Management
  • Investment Banking
  • Insurance Planning

For Nonprofits & Governments

  • Wealth Management
  • Insurance Planning
  • Wealth Management
  • Insurance Planning

Resources

  • The BC Journal
  • WealthDirect
  • Documents & Forms
  • Client Portal
  • The BC Journal
  • WealthDirect
  • Documents & Forms
  • Client Portal

FAQs

  • Wealth Management
  • Investment Banking
  • Insurance Planning
  • Wealth Management
  • Investment Banking
  • Insurance Planning

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

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