About This Business

Baldwin Marcovici is a private wealth management team that believes in putting clients' unique goals at the center of all financial decisions. They understand that significant wealth requires customized, goals-based financial strategies and therefore focus on building lasting relationships with a limited number of clients. This approach allows them to take the time to understand each client's most important priorities, whether they be for today, tomorrow, or the long-term future. By celebrating collaboration and working with a team of specialists, Baldwin Marcovici draws on the resources and insights of a global financial institution to create strategies that reflect clients' aspirations for themselves and current and future generations of their family. The team is led by experienced advisors who hold prestigious certifications such as CEPA®, CPWA®, and CRPC™, demonstrating their expertise in navigating complex wealth management. They recognize that managing significant wealth brings complex challenges, but with their experience, passion, and perspectives, they can help simplify their clients' lives. Baldwin Marcovici's philosophy is built around looking at their clients' wealth from every angle, understanding that navigating complex wealth requires more than just making investing decisions. It requires a trusted confidante who can help clients step back and see the big picture. As a Merrill Private Wealth advisor team, Baldwin Marcovici acts as a steadfast guide, advocating for their clients, their families, and the people and causes they care about. By working together, they can help design strategies aimed at growing, sustaining, and transferring wealth, amplifying the impact at every step of life's journey with insight, simplicity, perspective, and solutions. The team's mission is to provide a comprehensive and personalized approach to wealth management, helping their clients achieve their unique goals and aspirations. With their extensive experience and expertise, Baldwin Marcovici is well-positioned to help high-net-worth individuals and families navigate the complexities of wealth management and achieve long-term financial success.