Baldwin Brothers Rebrands as Baldwin Wealth Partners

The long-standing investment advisory firm continues building upon its sizable wealth management and family office service capabilities

MARION, Mass.--(BUSINESS WIRE)-- Baldwin Brothers, a billion-dollar registered investment advisory firm located in Marion, Massachusetts is proud to announce its rebranding as Baldwin Wealth Partners. More than just a new name, this change reflects the firm’s evolving wealth management services and family office approach.

“The name Baldwin Wealth Partners celebrates the legacy and contribution of Michael Baldwin and the Baldwin family, while embracing the partnership with the next generation of managing partners, employees, clients, and the community in which we operate,” said Bill Marvel, Managing Partner. “We look forward to continuing the high level of service that has always been the hallmark of our firm.”

For over 50 years, Baldwin Wealth Partners has offered investment management solutions and served as a trusted advisor to high-net-worth individuals and families. Recent strategic initiatives underscore Baldwin’s commitment to purposeful growth that enables the firm to continue providing exceptional service and comprehensive financial solutions to its clients, including a successful merger with American Research and Management, another long-standing wealth management firm with deep roots in Marion, MA, and the acquisition of KLR Investment Advisors, a wealth management team based out of Providence, Rhode Island.

Additionally, Baldwin recently expanded its presence to Louisville, Kentucky, opening a new office led by veteran advisor Bill Marvel and advisor Leah Hokenson, J.D.

“We are excited about the future of Baldwin Wealth Partners,” said Eric Strand, Managing Partner and President. “The new name aligns perfectly with our broader vision and the expanded suite of services we now offer. It represents our commitment to providing comprehensive, personalized wealth management solutions that address the complex needs of our clients.”

Andrew F. McIntire, Managing Partner, added, “This rebranding is the culmination of months of hard work and strategic planning. Operating as Baldwin Wealth Partners is a fitting reflection of our growth and the enhanced capabilities we bring to our clients.”

For more information about Baldwin Wealth Partners, please visit Baldwin Wealth Partners – The evolution of investment (baldwin-llc.com).

About Baldwin Wealth Partners

Baldwin Wealth Partners, serving families and individuals nationwide, is a billion dollar registered investment advisory firm that has over 50 years’ history of providing wealth management services to high net-worth individuals and families. For more information on Baldwin, please visit www.baldwin-llc.com and follow us on LinkedIn.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240807868546/en/

Tina Powell
Intention.ly for Baldwin Wealth Partners
[email protected]
201-212-0072

Source: Baldwin Wealth Partners

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