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Baldwin Wealth Partners Overview
Type
Family Office - Multi
Year Founded
1974
General Information
Baldwin Wealth Partners is a multi-family office headquartered in Marion, United States. Founded in 1974 by investment advisor Michael Baldwin, the firm grew from the Baldwin family’s wealth management practice and oversees about $2 billion for affluent families. Services span discretionary portfolio management, estate and philanthropic planning, and sustainable investment strategies across offices in Massachusetts, New York and Kentucky—guides multigenerational clients with ESG-focused wealth planning and direct private market access.
Contact Information
Website:
Website:
https://www.baldwin-llc.com/
Year Founded:
1974
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Corporate Office:
204 Spring Street, Marion, MA 02738, United States
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