Times may change. Commitments don't.



Baldwin Naples Wealth Management Group

Our partnership with you forms the basis of all of our work together. In fact, we won’t make decisions for you—we'll make them with you. That means we want your input. We'll listen closely when you share your priorities and concerns. Our discussions will help us provide guidance to help you gain control; weigh your next steps and create a course of action you can depend on.

To us, it all comes down to being your advocate—a partner who delivers advice that is relevant to your life and your financial success so you can embrace the future with confidence.

Our office locations

888 San Clemente Drive
Suite 300
Newport Beach, CA 92660
949-467-6038
855-266-7182 toll free
855-600-9827 fax
200 S Los Robles Avenue
Suite 600
Pasadena, CA 91101
626-405-8212
800-451-3954 toll free
855-589-2741 fax

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Baldwin Naples Wealth Management Group

888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

949-467-6038
855-600-9827 fax


Margaret L. Baldwin, CRPC®

Senior Vice President – Wealth Management
Michael L. Naples, CRPC®

Senior Vice President – Wealth Management
Portfolio Manager
Matthew Regan, CIMA®, CRPC®

Investment Associate
Anthony Meza, CIMA®

Senior Wealth Strategy Associate
Gretchen Buehner

Senior Client Service Associate
Jeanne S. Thompson

Senior Client Service Associate
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