Baldwin Brothers, a fifty-year legacy wealth and investment management firm based in southeastern Massachusetts with just under $2.3 billion of assets under management, announced the acquisition of the assets of KLR Investment Advisors, an elite wealth management firm based out of Providence, Rhode Island.
KLR Investment Advisors serves high-net-worth individuals, families, and business owners in the country and abroad. And this strategic partnership strengthens Baldwin’s commitment to offering exceptional service and comprehensive financial solutions to its clients.
Together, they will be offering clients a wider range of expertise and resources to help them achieve their long-term financial goals.
KEY QUOTES:
“We are thrilled to welcome the talented team at KLR Investment Advisors to the Baldwin Brothers family. Their shared values of integrity, client-centricity, and innovation align perfectly with ours. We are committed to, and deeply understand, the responsibility that comes with managing wealth across generations. This acquisition allows us to provide an even higher level of service and expertise to our clients as they navigate their financial future.”
– Eric Strand, President of Baldwin Brothers
“Joining forces with Baldwin Brothers marks an exciting new chapter for us. We are thrilled to bring our team, experience and commitment to excellence to Baldwin ensuring our clients continue to receive financial guidance and support.”
– Peri Ann Aptaker, Managing Director of KLR Investment Advisors
