Baldwin Wealth Partners Employee Directory
Financial ServicesMassachusetts, United States11-50 Employees
We at Baldwin Wealth Partners 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 $2 billion in assets, our 33 highly experienced employees work closely together and with our clients to provide comprehensive investment advisory and family office services. .................................................................................................................................. Baldwin Wealth Partners page(s) are for informational purposes and does not constitute investment advice. We may only discuss or transact business with residents of states in which we are properly registered. Past performance may not be indicative of future results. Neither we, nor our information providers shall be liable for any errors or inaccuracies. Baldwin Wealth Partners does not expressly or implicitly adopt or endorse any content posted by users or any third parties. We may, in our sole discretion, remove content from our profile page(s) for any reason. The use or posting of any form of “testimonial” on any part of our profile page(s) is strictly prohibited. Use of “social plug-ins,” such as the “like,” “friend,” “recommend,” “share,” “subscribe,” or “connect” features, is neither an explicit or implicit statement of any past experience with an endorsement of, nor a testimonial for any person or business identified on or associated with our profile pages
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