Baldwin Wealth, LLC
Baldwin Wealth, LLC is a partnership of experienced financial professionals dedicated to working with clients to meet their investment needs. Tripti Kedia, Myron Fisher and Suzan Ross are Certified Public Accountants with over 50 years of experience. Our professionals are committed to helping clients realize their financial goals.
As CPAs, we are constantly helping clients plan for retirement, education, investment, and insurance needs. Our clients can take advantage of advice that coordinates our tax and investment expertise.
Because of our extensive financial background, we not only help you with your investment goals, but we incorporate income tax planning to help prevent unpleasant surprises when your tax return is completed.
Your personal finances should not be trusted to anyone but the most educated, experienced, and ethical financial professional. We help you keep your emotions out of the decision making process and stay on track with your long-term goals.
In our initial meetings, we learn about you as an individual - your needs, your goals and your dreams. We care about you as individuals and families and manage your investments with your specific needs, goals and dreams in mind.
We meet with you on an ongoing basis to reassess your goals and objectives and realign your investments as necessary.
As our client, you have access to independent financial advice from experienced tax and financial professionals. With the support of our broker dealer, Cetera Financial Specialists LLC, we can provide you with investment services and timely support. As independent business professionals, we are dedicated to serving you and your financial needs.
We look forward to the opportunity to serve you,
Suzan Haughaboo Ross, CPA, PFS
Myron D. Fisher, CPA
Tripti Kedia, CPA