Strategic. Disciplined. Patient.

The Baldwin Group Frank Baldwin, Brian Donaldson, Alex Howell, Justin Scott Pegram, Lisa Licini, Gabe Garcia

The Baldwin Group


phone

858-729-5254
877-342-8684



address

1200 Prospect Street
Suites 500 And 375
La Jolla, CA 92037



“Our initial consultations taught us that the majority of our clients did not manage their personal finances particularly well. It wasn’t that they had made mistakes-they had simply ignored it. We begin a conversation that starts there.”

— Frank Baldwin

Transition can be truly transformative when managed thoughtfully and prudently-particularly when it comes to business. At the Baldwin Group, our collective expertise has guided some of the nation's most respected firms and executives through major transitions. Not only do we appreciate the uncertainties and the opportunities they often bring, but also the extreme demands on our clients' time, energy and focus.

Given your many other priorities, it's important to engage a team you can trust to work diligently and intelligently on your behalf. A team dedicated to the proactive service and attention you need to feel confident that your financial world is well supervised and your goals are on track.

Whether you are currently leading a major liquidity transaction, considering exiting or selling your company, changing careers or planning for retirement or your estate, our team can guide you toward making the best financial decisions for you, your family and your future.


Strategic

Our recommendations are thoughtfully informed by our industry experience, strategic asset allocation and the expertise and intellectual capital of UBS. When it comes to investing and reinvestment, portfolio diversification, financial planning and risk management, our approach is always methodical, scientific and transparent.

Disciplined

By following a disciplined process that uses proven investment models, we can work to improve outcomes. We're focused on every detail, but also skilled in seeing the broader implications of a specific strategy or allocation.

Patient

During challenging times, we trust what our knowledge and instruments tell us-rather than reactive emotions-to keep a steady, stable hand on the wheel. As we patiently move your strategy forward, a customized financial plan gives us a solid foundation.

“During our planning conversation, we’ll focus on the wealth management priorities that are relevant to you. We’ll then address them methodically and logically-ultimately preserving your most important asset-time.”

— Brian Donaldson, CFP®


What are the 13 wealth management priorities affluent families share?

The Baldwin Group's 13 wealth management priorities of affluent families

Learn more


Alex Howell has been recognized as an industry leader

  • Forbes America's Top Next-Generation Wealth Advisor, 2017
  • UBS Top 35 Under 35, 2016



Insights

 
 

 

 

 

 
 

 

 

 

Art Cashin on the markets

Top of the Morning daily podcasts