Greenvale, NY Office

Baldwin Wealth Partners provides investment advisory and financial planning services to a broad mix of clients, including individuals (both non‑HNW and high‑net‑worth), trusts, estates, charitable organizations, pension and profit‑sharing plans, corporations, and pooled investment vehicles. The firm offers both discretionary and non‑discretionary portfolio management, no‑charge financial planning, and additional services such as bookkeeping, check‑signing, and bill‑payment arrangements for select clients.

The firm’s investment process combines a top‑down macro framework with bottom‑up fundamental research and a manager‑of‑managers approach for many asset classes, while managing a concentrated in‑house US equity sleeve (the Baldwin Equity Strategies) that targets long‑term holdings and tax‑aware turnover. Portfolios are constructed around five core asset classes (equities, fixed income, alternatives, real assets, and cash), and manager selection and security selection incorporate ESG factors; Baldwin also uses an external provider (Glass Lewis) for ESG proxy voting when clients elect that approach.

Baldwin is notable among peer team firms for acting as adviser and manager/GP to privately offered pooled investment vehicles and private funds available to accredited or qualified purchasers, and for providing portfolio management to those pooled vehicles with annual audited financials. The firm also discloses uncommon affiliations in its ADV — certain employees are separately licensed as attorneys or affiliated with accounting practices — and it operates multiple offices with a roughly $2.33 billion asset base and a 14‑advisor team.