Baldwin Brothers - Wealth Management

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Description

  • We at Baldwin Brothers believe integrity, diligence and independent thinking are at the core of a principled and sustainable wealth management relationship. We are an independent wealth management firm that since our founding in 1974 has been working to build upon these principles to redefine the client experience through highly personalized attention, by crafting portfolios and strategies that reflect the individuals or families point of reference. The results are investments that have true and meaningful impacts on our clients financial future, the next generation, and the world around us.Our independence is core to us in providing unbiased and highly personalized relationships. With over $900 million in assets, our twenty highly experienced employees work closely together and with our clients to provide comprehensive investment advisory and family office services.
  • location

    Headquarters:204 Spring Street , Town Of Marion, Massachusetts, United States

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  • Baldwin Brothers - Wealth Management phone

    Phone Number: +1 508-748-0800

  • Baldwin Brothers - Wealth Management website

    Website: https://www.baldwinbrothersinc.com

  • Baldwin Brothers - Wealth Management employees

    Employees:14

  • Baldwin Brothers - Wealth Management revenue

    Revenue:$1 - 10M

  • Baldwin Brothers - Wealth Management legal name

    Legal Name:Baldwin Brothers - Wealth Management

  • Baldwin Brothers - Wealth Management's Social Media

    Baldwin Brothers - Wealth Management linkedin
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  • |  NAICS Code: 523110  |

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Person level website identification

Owner for Baldwin Brothers - Wealth Management

Michael Baldwin

Owner

Person level website visitor identification

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View Employees

Michael Baldwin

Owner

Kate Rowe

Managing Director

Will Klein

Managing Director, Investments

Kaitlyn Fagundes

Lead Trader And Compliance Administrator

Frequently Asked Questions regarding Baldwin Brothers - Wealth Management

  • Where are Baldwin Brothers - Wealth Management's Headquarters?

    Baldwin Brothers - Wealth Management's Headquarters are in 204 Spring Street ,Town Of Marion,Massachusetts,United States

  • What is Baldwin Brothers - Wealth Management's phone number?

    Baldwin Brothers - Wealth Management's phone number is +1 508-748-0800

  • What is Baldwin Brothers - Wealth Management's official website?

    Baldwin Brothers - Wealth Management's official website is https://www.baldwinbrothersinc.com

  • What is Baldwin Brothers - Wealth Management's Revenue?

    Baldwin Brothers - Wealth Management's revenue is $1 - 10M

  • What is Baldwin Brothers - Wealth Management's NAICS code?

    Baldwin Brothers - Wealth Management's NAICS code is 523110

  • How many employees are working in Baldwin Brothers - Wealth Management

    Baldwin Brothers - Wealth Management has 14 employees

  • What is Baldwin Brothers - Wealth Management's Industry?

    Baldwin Brothers - Wealth Management is in the industry of Financial Services

  • Who is Baldwin Brothers - Wealth Management's Owner?

    Baldwin Brothers - Wealth Management's Owner is Michael Baldwin

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