Skip to content

Find resources to help with recovery if you’ve been impacted by Hurricane Helene. Learn More

Wealth-Retirement / Wealth Management

PROTECTING THE POSSIBLE

Wealth Management


Your wealth management journey is a personalized roadmap towards achieving your financial dreams. Our comprehensive approach to building and executing financial and wealth strategies can help you achieve long-term success, maintain compliance, and protect your legacy. From plans to actions, we’re with you every step of the way – guiding you to make empowered decisions about the path you take to help safeguard and perpetuate your wealth.

WEALTH MANAGEMENT VIDEOS

Helping you plan for the future you want 

See how the power of knowledge and long-standing experience from our wealth advisors can help prepare you for your future. With the confidence we help you gain by building a strong, personalized financial plan, you can realize your goals and pursue your dreams. 

Happy couple analyzing contract while having a meeting with their financial advisor in the office.

ELEVATED EXPERTISE

Committed to delivering tangible results


Experience, refined skills, resources, and a commitment to helping you achieve your financial goals are the foundation we use to help you drive the decisions you make to better protect and grow your assets. Our highly skilled advisors put their years of experience to work for you. Having earned advanced degrees and professional certifications, such as CFA®, CFP®, ChFC®, and more, you can be confident that our team will provide goals-oriented advising and financial planning services that can help you succeed along your wealth management path.

DYNAMIC STRATEGIES

Distinct perspective, differentiated solutions


When it comes to financial strategy, one size does not fit all. Our team of wealth management advisors serves as your dedicated consultants, investing time and effort into a comprehensive understanding of your unique lifestyle and goals. From there, 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.

Accumulate wealth:

Let us be your guide toward financial freedom by crafting a customized strategy aligned with your short- and long-term objectives. Accounting for factors, such as taxes and risk tolerance, we continuously adapt and refine your plan to accommodate life’s ever-evolving circumstances.

Manage risk:

There’s more to a healthy portfolio than an amount of money at a given moment. By delving into your ambitions, risk tolerance, and the market, we develop comprehensive financial plans that can help nurture growth and safeguard your wealth.

Plan for your future:

Collaboration is the key to helping ensure you’re on the most effective path toward a successful financial future. Working as your advisor, we bring together the resources and experience of a large financial firm and the personal attention of a smaller one to help you understand and achieve the possible.

INNOVATIVE SOLUTIONS

Customized solutions, rewarding outcomes

As active and invested advisors, we foster enduring relationships, offer innovative solutions that challenge conventional thinking, and put our robust resources to work – helping drive favorable outcomes. From buying new homes to retirement planning, you’ll get the guidance you need to help acquire and grow assets, while protecting your financial future.

Wealth Management Solutions
Asset management

We offer a unique, integrated approach to personal asset management that combines asset allocation, asset location, tax-loss harvesting, and risk management into a unified process. Our advisors help clients achieve their financial goals through a strategic investment process that, as a fiduciary, ensures we always focus on what’s best for you.

By taking a comprehensive approach, we’ve changed the paradigm of wealth management and asset allocation. For individuals who are looking for personalized, unique investment strategies with tax advantages and (in some situations) a lower cost, our program provides access to portfolio managers to help you position strategies with your investment goals in mind. Investment planning includes an examination of a client’s current assets and investment risk tolerance.

The investment analysis projects investment needs and expenses for a specified goal (e.g. retirement) and analyzes current assets designated for the specified goal. Asset Allocation analysis provides you with various additional or alternative strategies available based on your time horizon and risk tolerance. Additionally, investment planning may include simulations to determine the probability of meeting your objective(s).

Financial and estate planning

Financial planning can greatly impact many other areas of your life. To help you secure a brighter financial future, we provide customized financial planning solutions and guidance that empower you to make those complex financial decisions. With highly trained professionals working in your corner, we also provide comprehensive services to help protect your assets for a more secure financial future. 

Additionally, we offer estate planning and trust management as valuable tools for individuals to protect and distribute their assets according to their wishes. Our experienced advisors can help create a comprehensive solution to mitigate liability risks and help you better understand your duties as a trustee. Boasting a rich reservoir of expertise and deep industry contacts, our advisors design solutions tailored to your specific circumstances, which creates a secure environment to navigate the complexities of estate planning and trust management with confidence.

Business succession planning

We work collaboratively with your CPA and attorney to develop a comprehensive financial and estate strategy. Then, we can implement and optimize your plan with a host of tools to help ensure your business stays in your family for generations.

Private insurance planning

Proper insurance coverage is the foundation of a comprehensive financial plan. Together, our team of professionals will help you understand the amount and types of insurance you may require based on your unique lifestyle and needs. Examples of coverages we’ll explore include:

Retirement planning

A successful retirement is the highest financial priority for many people. Because of the long-term nature of retirement and all the variables that go into determining potential success or failure, it is often the most difficult financial goal for which to plan. That’s where we step in to help. We’ll walk you through considerations, like longevity, expenses and inflation, asset allocation, and income, but most of all, withdrawals to help you effectively distribute funds from your nest egg.

wealthy asian female young businesswoman looking away with optimism thinking in future investments and ventures

Turn the possibilities into reality 

When you decide to partner with us, you choose to protect your business and open the door new to ventures and opportunities. 

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


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

The Baldwin Group Investment Adviser Representatives (IARs) may also be separately and apart from The Baldwin Group registered representatives offering securities products through one of the following unaffiliated third party broker dealers:   

Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA/SIPC. (Equitable Financial Advisors in MI & TN), as well as agents offering insurance and annuity products through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice.  The Baldwin Group is not affiliated with Equitable Advisors or Equitable Network.     
                          
Kestra Financial, Inc. is the parent company of Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIP.  Securities offered through registered representatives of Kestra IS. Investment advisory services may be offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Except for the referenced Kestra companies, Kestra is not affiliated The Baldwin Group or with other entities referenced. Kestra Financial, Inc. is a subsidiary of Kestra Holdings.     
 
Purshe Kaplan Sterling Investments, member FINRA/SIPC.  Headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and The Baldwin Group are not affiliated companies. FSC.2024.69
 

Please note: CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the CFP® and CERTIFIED FINANCIAL PLANNER ™ certification marks in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.  The CLU®, ChFC®, Chartered Life Underwriter® and Chartered Financial Consultant® marks are the property of The American College, which reserves sole rights to its use, and is used by permission. Any Baldwin Group Wealth Advisors, LLC (The Baldwin Group) investment advisor representative (IAR) holding the QKA (Qualified 401(k) Plan Administrator) and/or the CPFA (Certified Plan Fiduciary Advisor) professional designation does so only in their IAR capacity as an IAR with The Baldwin Group independent of a third party broker dealer relationship. FSC.2024.70

This financial strategy communication is for informational purposes only and does not purport to be a complete statement of all material facts related to any lifestyle, goals, or strategies mentioned. Performance representations should not be taken as an indication or guarantee of future performance. No representation or warranty expressed or implied, is made regarding future performance or timeframes. The opinions expressed reflect our judgment now and are subject to change without notice and may or may not be updated. FSC.2024.71


The Baldwin Group Wealth Advisors, LLC (CRD# 312284) does not render legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences. FSC.2024.76

Clients should carefully review all insurance product information, including coverage terms, costs, and any exclusions or limitations before purchasing any insurance product. The compensation that insurance agents receive for selling these products is separate and distinct from our advisory fees. Clients are free to purchase insurance products through any agent or company of their choosing. Each insurance product’s appropriateness ultimately depends on individual circumstances, and Clients are encouraged to consult with other professionals as necessary. This disclosure is being provided for transparency purposes to ensure all clients and potential clients have the necessary information to make informed decisions about insurance products in relation with the advisory services we provide.FSC.2024.77