Nate Baldwin joined PRW Wealth Management, LLC in April 2021 as a Senior Wealth Advisor. He brings to the firm over 22 years of financial planning and investment management experience.
Nate’s primary responsibilities are providing financial planning and investment services to clients, drawing on his own expertise while collaborating with tax, legal, and other internal and external professionals to develop truly comprehensive strategies for clients. He supports our Chief Investment Officer in the performance of investment due diligence, research, and the setting of asset allocation policy. He also monitors, analyzes, and rebalances client investment portfolios. Prior to joining PRW, Nate was a Wealth Management Advisor and Director of Financial Planning at D.K. Brede Investment Management.
Nate earned a B.A. from the University of Massachusetts-Boston and completed the Program for Certified Financial Planners at Boston University. He maintains Series 7 and 63 licenses, is a CERTIFIED FINANCIAL PLANNER™ professional, and a CFA® charter holder.
Growing up as the son of a pastor, he moved a dozen times and spent parts of his childhood in Oregon, Ohio, Pennsylvania, Maryland, and finally (!) Massachusetts, where he is very happy to have put down roots. He enjoys cooking, reading, being outdoors, but mostly just spending as much time as possible with his wife Christina and their three kids: Ava, Gabby, and Aaron.
Investment advisory services offered through PRW Wealth Management LLC. Securities offered through Lion Street Financial, LLC, member FINRA/SIPC (LSF). PRW and LSF are not affiliated. Life Insurance products offered through PRW Associates Insurance Agency, Inc. PRW does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.