William Baldwin (BBA, JD, LLM)

William Baldwin focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management

Planning Specialties

I have experience working with a broad range of clients, including corporate executives, business owners and retirees.  My experience as an accountant and attorney allow me to help clients integrate complex tax and estate planning issues into their overall plans.

Pillar provides institutional quality investment consulting for individuals, families and foundations, using the resources available through our association with Asset Consulting Group, a premier pension advisor.

 

Additional Information

We develop a financial plan for your unique circumstances. We help you to preserve, protect and grow your assets by developing a customized asset allocation that considers your individual goals and objectives, investment time horizon, need for return and risk tolerance.

NAPFA Start Date

May 25, 1994

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This Office

200 5th Ave Ste 700 Waltham, MA 02451-8704 Phone: (781) 290-4900 Fax: (781) 290-4920