# Baldwin Wealth Partners

Baldwin Wealth Partners is a Family Office based in Marion, United States.

## Overview

- **Organization type:** Family Office
- **Headquarters:** Marion, United States
- **Region:** North America
- **Address:** Marion, MA, United States
- **Founded:** 1974
- **Assets under management:** Undisclosed
- **Website:** www.baldwinbrothersinc.com
- **LinkedIn:** https://www.linkedin.com/company/baldwin-brothers

## Regulatory record

- **Reports private funds:** No

## About

Baldwin Wealth Partners is based in Marion, Massachusetts. It provides investment management, family office services, and financial planning that integrate personal lifestyle and legacy considerations with wealth strategies. Its investment approach covers core US equities, private investments, alternatives, and ESG-focused portfolios.

## Sectors

- Family Office Services
- Investment Management
- Private Investments
- ESG

## People

- Michael Baldwin — Founder
- John Mannix — CEO and Managing Partner
- Taylor Baldwin — Advisor

## Questions

### Who runs investment decisions at Baldwin Brothers?

John Mannix serves as CEO and Managing Partner. Michael Baldwin remains founder and advisor.

### How is Baldwin Brothers structured relative to external partners?

Merchant Investment Management holds a minority stake. Arjuna Capital participates through the New Summit Investments joint venture.

### What asset classes receive allocations?

Early-stage venture capital forms the disclosed focus alongside real assets such as farmland.

### Where does the underlying wealth originate?

The firm serves the Baldwin family; specific source industries remain undisclosed in public materials.

### Does Baldwin Brothers maintain separate philanthropic structures?

Yes. The Braitmayer Foundation, Garfield Foundation, Marion Institute, and Van Sloun Foundation operate alongside the investment entity.

## Related profiles

- [CFO Sim](https://altss.com/profile/cfo-sim)
- [K.J. Harrison & Partners](https://altss.com/profile/k-j-harrison-partners)

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Last updated: 2026-07-11T16:15:37.000Z

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