Nate

Baldwin

CFP®, CFA®

picture of a planner

Here to act in your best interests

About me

I partner with high net-worth individuals and families to provide comprehensive financial advice and customized investment solutions. With over 20 years of experience in the wealth management industry, I have the credentials, skills, and knowledge to help my clients achieve their financial goals and navigate complex financial situations. I am also committed to continuous learning and professional development, as evidenced by my designations.

Certifications

CERTIFIED FINANCIAL PLANNER™

Chartered Financial Analyst®

Education

Bachelor of Arts, English - University of Massachusetts, Boston

Visit one of our Locations

Boston IV - Quincy

1 Pine Hill Drive

Suite 502

Quincy, MA 02169

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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