The Evolution of Investment
We at Baldwin Brothers believe integrity, diligence and independent thinking are at the core of a principled and sustainable wealth management relationship. We are an independent wealth management firm that since our founding in 1974 has been working to build upon these principles to redefine the client experience through highly personalized attention, by crafting portfolios and strategies that reflect the individual’s or families point of reference. The results are investments that have true and meaningful impacts on our clients’ financial future, the next generation, and the world around us.
Our independence is core to us in providing unbiased and highly personalized relationships. With over $800 million in assets, our twenty highly experienced employees work closely together and with our clients to provide comprehensive investment advisory and family office services.