Planning your Future
Let us help you plan now so that you can pursue a comfortable retirement for the future.Learn More
Our advisors meet with you on an ongoing basis to reassess your goals and objectives and realign your investments as necessary.Learn More
Managing your Wealth
When you’re determined where you want to go, we work with you on a plan to help you get there.Learn More
Understanding Today's Financial Environment
Welcome, we are Baldwin Wealth, LLC, a financial organization in Maysville, KY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
COVID-19 (Coronavirus) Update
As we respond to the rapidly changing situation surrounding the COVID-19 virus (coronavirus), we want to share with you what we are personally doing to minimize the spread of this virus and still be available to you for your financial needs.
Our physical office location is now closed to the public, but we are available to you. My team and I are still working and expect to be able to service your needs with minimal interruption.
We are available by phone at (606) 564-3690. If no one is able to answer, please leave a message and we will get back to you as soon as possible. You can also send an email to firstname.lastname@example.org and we will call you back at our earliest opportunity. As a reminder, we are not permitted to take orders for trades that are left via email or voicemail.
We know this is a challenging time for everyone, and the situation is changing daily. We are open for business and are here for you. If you would like to discuss your financial needs, have any questions or just want to check in, please call or email us. As always, we are here for you.
Thank you for the trust you have placed in us, and we hope you stay safe and healthy.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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