Advisory
Assurance
Tax
Technology
By David M. Desmarais
By Daniel M. Andrea
By Loree B. Dubois
Employee Benefit Plans
By Jessica O. Ashley
Office Locations
KLR Wealth Management - Latest news
Baldwin Wealth Partners, LLC Acquires the Assets of KLR Investment Advisors, LLC
Effective June 30, 2024, Baldwin Brothers, LLC (Baldwin) will be acquiring the assets of KLR Investment Advisors, LLC. This acquisition allows us to continue offering exemplary service and personal attention, now with enhanced resources.
We understand you may have questions about this partnership. Here is what you need to know:
Contact information is as follows:
Should you have any questions or would like further information on wealth management please contact June Landry.
By Loree B. Dubois October 08, 2024
By Jessica O. Ashley October 07, 2024
By Kathleen Leavenworth October 03, 2024