THE BALDWIN GROUP WEALTH ADVISORS, LLC

Overview

The Baldwin Group Wealth Advisors, LLC is a limited liability company that operates as an SEC-registered investment adviser and an insurance broker-dealer. Registered in 2021, the firm serves both individual and family clients and institutional accounts, positioning itself as a capital allocator that blends traditional public-market management with access to alternative strategies. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for larger business and institutional clients, pension consulting, selection of other advisers, and client education through seminars and workshops. Public mutual funds are the dominant vehicle in the firm’s playbook, but The Baldwin Group also deploys alternatives—hedge funds, private placements, direct real estate and REITs—alongside insurance solutions such as annuities. As a broker-dealer and an insurance company affiliate, the firm structures solutions that combine managed portfolios with product-based solutions where appropriate. The Baldwin Group received recognition from Forbes as one of America’s Top RIA Firms in 2023, reflecting external visibility within the independent advisory channel.

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