Baldwin Wealth Management, LLC, (BALDWIN) was founded by Richard Baldwin. The firm focuses its expertise on meeting the investment needs of multiple generations of high-net-worth families including related entities such as trusts, pension plans, foundations, and endowments. BALDWIN works every day to move its clients from uncertainty to confidence that they can meet their financial goals. In doing so, the company strives to understand each client’s unique circumstances and to apply institutional investment principles in solving problems and finding opportunities.
Richard Baldwin has significant experience in investment management and analysis. Richard also spent time as the head of operational risk review for Guggenheim’s wealth management advisors, researching third-party money managers. These experiences give him a unique insight into the inner workings of asset management — allowing Richard to “see through” the rhetoric of many investment opportunities directly into their real possibilities and limitations.
Richard is a Member of the CFA Society of St. Louis, whose stated mission includes advancing the investment profession by promoting the highest standards of ethical behavior and professional competency.