Charles Baldwin

Charles Baldwin Email and Phone Number

Founder and Principal of BaldwinClarke @ BaldwinClarke
Charles Baldwin's Location
Bedford, New Hampshire, United States, United States
Charles Baldwin's Contact Details

Charles Baldwin personal email

n/a
About Charles Baldwin

My passion is working with entrepreneurs and families to create, preserve and transfer wealth. The services I provide reflect my belief that a family's legacy involves more than its assets, and that financial wealth must be transferred with accountability, responsibility and stewardship.After obtaining a BS (With Honors) from Northeastern University, Chuck went on to earn an MBA from The Amos Tuck School of Business at Dartmouth College. He has received CLU and ChFC designations from the American College. He has spent more than 40 years serving the needs of entrepreneurs and high net worth families. Chuck enjoys multi-generational relationships with many of Baldwin & Clarke's clients.Advisory services are offered through Baldwin & Clarke Advisory Services, LLC (BCAS), 1 Bedford Farms Drive, Bedford, NH 03110. BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). CRD #105666. Statements I post, or any other opinion or third-party link posted on this site, are my opinion only and do not represent, nor are indicative of, the opinion of BCAS.

Charles Baldwin's Current Company Details
BaldwinClarke

Baldwinclarke

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Founder and Principal of BaldwinClarke
Charles Baldwin Work Experience Details
  • Baldwinclarke
    Founder And Principal
    Baldwinclarke Jan 1971 - Present
    Bedford, Nh
    Founded in Boston in 1971, BaldwinClarke provides comprehensive and integrated financial services to high net worth individuals and business owners. Through offering a holistic approach to client relationships, the objective is to distill, simplify and manage complex financial planning requirements, with a business philosophy centered on cultivating long-term client relationships that appreciates and emphasizes the value of custom-crafted financial solutions.
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  • Crotched Mountain Foundation
    Member Of The Board Of Trustees
    Crotched Mountain Foundation Jan 1981 - Present
    Chuck has served on the Board of Directors and is currently on the Board of Trustees and a member of the Finance and Investments Committee.
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  • Manchester Country Club
    President Of The Board
    Manchester Country Club Apr 2002 - Apr 2003
    Bedford, Nh
    Chuck also served on the Finance Committee for 4 years and is a current MCC member.
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  • New Hampshire Retirement System
    Chairman Of The Board
    New Hampshire Retirement System Aug 1983 - Oct 1996

Charles Baldwin Skills

Financial Planning Estate Planning Estate Tax Planning Wealth Management Wealth Preservation Planning Business Owner Exit Planning Financial Analysis Business Valuation Business Continuity Planning Risk Management Planning Life Insurance Analysis And Planning Economics Strategic Planning Data Analytics Communication Business Planning Business Strategy Executive Management Client Presentation Agency Relationship Management Writing Creative Writing Employee Training

Charles Baldwin Education Details

Frequently Asked Questions about Charles Baldwin

What company does Charles Baldwin work for?

Charles Baldwin works for Baldwinclarke

What is Charles Baldwin's role at the current company?

Charles Baldwin's current role is Founder and Principal of BaldwinClarke.

What is Charles Baldwin's email address?

Charles Baldwin's email address is ch****@****ain.org

What schools did Charles Baldwin attend?

Charles Baldwin attended Dartmouth College - The Tuck School Of Business At Dartmouth, Northeastern University.

What are some of Charles Baldwin's interests?

Charles Baldwin has interest in Financial And Executive Benefit Planning, Estate, Topics Include, Business Exit Planning, National And Regional Audiences.

What skills is Charles Baldwin known for?

Charles Baldwin has skills like Financial Planning, Estate Planning, Estate Tax Planning, Wealth Management, Wealth Preservation Planning, Business Owner Exit Planning, Financial Analysis, Business Valuation, Business Continuity Planning, Risk Management Planning, Life Insurance Analysis And Planning, Economics.

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