Skip to main content

Site Navigation

Site Search

KLR Wealth Management - Latest news

Welcome KLR Wealth Clients & Friends

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:

  • Your dedicated service team remains the same. Peri Ann Aptaker will continue as Managing Partner and bring her team to Baldwin.
  • Pershing will remain your custodian. Your account numbers, statements, access, and features will not change.
  • The primary office location will change, but we will still have access to KLR office locations for your convenience.

Contact information is as follows:

Peri Ann Aptakerpaptaker@baldwin-LLC.comDirect: 774-553-5818
Craig Dumascdumas@baldwin-LLC.comDirect: 774-553-5815
Michael McIntoshmmcintosh@baldwin-LLC.comDirect: 774-553-5802
Nathan Goodwinngoodwin@baldwin-LLC.comDirect: 508-500-7141
Steven Deansdean@baldwin-LLC.comDirect: 508-500-7142

Should you have any questions or would like further information on wealth management please contact June Landry.

More Articles & Insights

up arrow Scroll to Top