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Peter Clarke
Chief Operating Officer at Baldwinclarke
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Work Experience
Chief Operating Officer
Oct 2013 - Present · 11 years and 2 months
Director
May 2016 - Present · 8 years and 7 months
South River Capital Advisors, LLC
Principal
2010 - Present · 14 years and 11 months
Company Details
11-50 Employees
BaldwinClarke specializes in three core services; Wealth Management, Investment Banking and Insurance Planning. By offering three distinct areas of service we can help simplify and mange each client’s unique financial situation, integrating business and personal when needed. BaldwinClarke is 100% independent and has a long history of helping clients untangle intertwined personal and professional assets, harmonize complex financial situations, and integrate strategies that carry out multi-generational objectives. Whether we’re helping you and your family or your business, we’re here to act as your partner — to deliver forward-thinking, clear, and integrated strategies and solutions that will meet your personal and professional planning requirements. We serve: - Individuals & Families - Business Owners & Entrepreneurs - Businesses - Nonprofits & Endowments Our services include: - Wealth Management - Insurance Planning - Investment Banking Please note: The content or language held within should not be construed as investment recommendations or advice. It is intended for informational purposes only. Baldwin & Clarke Advisory Services, LLC investment advice is individually tailored to each client and their unique circumstances ultimately establishes portfolio strategy and structure.
Year Founded
1971
Social Media
Linkedin
Industry
Financial Services, Activities Related to Real Estate, Real Estate and Rental and Leasing
HQ Location
1 Bedford Farms Drive Suite 102 Bedford, NH 03110, US
Keywords
Wealth ManagementComprehensive Financial and Estate Planning for Individuals and Business OwnersInvestment BankingRetirement Plan DesigRisk ManagementSuccession planningExit planningBusiness valuatioExecutive Benefit PlanningM&A
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