Baldwin Wealth Management La Jolla brings over 40 years of market experience to executives of public companies and high net-worth families. The cornerstone of our practice has been focusing on asset management and financial services in this niche, and providing a holistic wealth management experience similar to that of a private banker.

Baldwin Wealth Management's experience is further complemented by the reputation, resources and unparalleled content of UBS Financial Services, one of Wall Street’s most prestigious and well-regarded financial institutions.

Some of the benefits our team offers include:

Financial Planning

• Retirement
• Estate and Wealth Transfer
• Philanthropic trusts
• Creditor Protection and Risk Management
• Survivorship Planning

Private Banking and Lending Services

• Cash management and private banking services
• Securities based financing
• Residential and Commercial Financing

Philanthropic Planning

• Charitable planning
• Charitable lead and remainder trusts
• Private family foundations
• Donor Advised Funds

Tax Minimization

• Tax minimization strategies
• Loss harvesting
• Philanthropic giving techniques
• Tax efficient wealth transfer
• Fully integrated wealth management strategies

Intergenerational Wealth Transfer

• Revocable(living) Trusts
• Irrevocable Trusts
• Incentive Trusts
• Dynasty Trusts
• Wealth Replacement Trusts