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Wealth & Retirement

FOCUSED CAPABILITIES

Informed guidance as distinctive as your needs

We craft tailored strategies to align with your vision of the future and the possibilities of what it holds. With a commitment to end-to-end excellence, we’ll guide you from strategic planning to diligent execution.

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Wealth Management

Our team of wealth management advisors will help guide you to make empowered decisions about the path you take to help safeguard and perpetuate your wealth.

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Retirement Plan Consulting

Together, we’ll develop a long-term strategy that helps improve your plan’s overall effectiveness while managing the liability of plan fiduciaries.

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Investment advisory and asset management services are offered by investment adviser representatives (IARs) through The Baldwin Group Wealth Advisors, LLC CRD# 312284, a registered investment adviser, and indirect subsidiary of The Baldwin Group Financial Services Holdings, LLC and The Baldwin Insurance Group, Inc. (The Baldwin Group). Please note that although The Baldwin Group Wealth Advisors, LLC is a “registered investment adviser”, readers should be aware that registration with the SEC or any state securities authority does not imply a certain level of skill or training. Our Form CRS provides more information about us. FSC.2024.68

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Your journey begins here

We’re here to help your employees plan now for a more secure retirement tomorrow. Let’s talk about what’s next.

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Click BrokerCheck for information regarding the third-party broker dealers utilized by The Baldwin Group Wealth Advisors, LLC.