The Fit

Who are you?

At BALDWIN, we focus on you. You are unique and your situation is unlike any other. And, we feel that the best advising relationship is built on integrity, openness, trust and knowledge. So, when we meet for the first time, we want you to tell us your story. Then, we will tell you ours. If we both feel there is a match, we’ll begin building a relationship. To foster this, we pursue a path that includes clear and frequent communication, ongoing education, transparency, and alignment of interests.

We work with all kinds of high net worth families and their related entities — from multi-generational family custodians to upwardly mobile executives, from trusts to company retirement plans, from heirs to entrepreneurs, from the young to the not so young, and many more. In our advisory relationship, we strive to move you from uncertainty to confidence that you can meet your financial goals. To do so, we make every effort to understand your unique circumstances and to apply institutional investment principles in solving problems and finding opportunities.

The easiest way to start this process is to call BALDWIN today. Richard Baldwin and his colleagues from BAM Advisor Services will meet with you to discuss your plans and your goals and answer any questions you may have about why BALDWIN may be the smart choice for you.


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