La Jolla, CA Financial Advisors | The Baldwin Group

Strategic. Disciplined. Proactive.

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.

The Baldwin Group

858-729-5254
877-342-8684

1200 Prospect Street
Suite 100
La Jolla, CA 92037

“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

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.

Proactive

We'll anticipate your needs and work proactively to fulfill them. If you're thinking about selling your business, our Certified Exit Planning Advisor, Brian Donaldson, who holds the Certified Exit Planning Advisor designation, will assist you in creating a strategy.We focus on other liquidity events years before they happen. And because we understand that planning for the "before" is only half the battle, we'll have a "life after transition " strategy ready for when you need it.

“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®