Family Office · Marion, MA, United States
Baldwin Brothers - Wealth Management is a private wealth management firm based in Marion, Massachusetts, specializing in investment advisory and financial planning services for individuals, families, and institutions. Founded in 1974, the firm offers portfolio management, estate planning, and philanthropic advisory, with a focus on personalized client relationships and sustainable investment strategies. Baldwin Brothers is recognized for its commitment to socially responsible investing and has established a reputation for long-term client partnerships in the wealth management industry.
Business models
services
Customer segments
High-net-worth individuals, Families
Geography
US
We never publish partner emails directly. Score your deck to unlock contacts for the firms ranked as best-fit.
Baldwin Brothers - Wealth Management deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks Baldwin Brothers - Wealth Management alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
Family Office
Mason Stevens
wealth management, investment administration, portfolio management
Family Office
Mason Stevens
fintech, wealth management, investment administration
Family Office
Mason Stevens
wealth management, financial advisory, investment administration
Family Office
MCG Wealth Management
wealth management, investment advisory, precious metals
Seed VC
Mercury Capital Investments
financial services, wealth management, accounting
Seed VC
Mercury Capital Investments
financial services, wealth management, education
Drop your pitch. VC Boom scores it on the 8 dimensions VCs read for and ranks the 47,000+ active investors in the database by fit. Baldwin Brothers - Wealth Management is one of them, and we'll tell you exactly where they sit in your top 100.