Transition can be truly transformative when managed thoughtfully and prudently-particularly when it comes to business. At the Baldwin Group, our collective experience has helped guide many businesses and their executives through major transitions. Not only do we appreciate the uncertainties and the opportunities they often bring, but also the extreme demands on the time, energy and focus of our clients.
Given your many other priorities, it is 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,we can help toward making the best financial decisions for you, your family and your future.
“Our initial consultations often show us that, as expert as our clients can be in their professional areas, they don’t manage their personal finances on quite the same level. It isn’t that they make mistakes – they simply get too busy.”
— Frank Baldwin
“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
Frank Baldwin and Brian Donaldson have been recognized as industry leaders
- Forbes Best-In-State Wealth Advisors 2020, 2019
Alex Howell has been recognized as an industry leader
- Forbes America's Top Next-Generation Wealth Advisors, 2017, 2018
- UBS Top 35 Under 35, 2016