Baldwin Brothers Acquires Assets of KLR Investment Advisors

Acquisition Expands Regional Presence and Enhances Capabilities

MARION, Mass.–(BUSINESS WIRE)–Baldwin Brothers, a fifty-year legacy wealth and investment management firm with headquarters in southeastern Massachusetts, announced today the acquisition of the assets of KLR Investment Advisors, LLC, an elite wealth management firm based in Providence, Rhode Island.


KLR Investment Advisors, LLC serves high-net-worth individuals, families, and business owners throughout the country and abroad. This strategic partnership strengthens Baldwin’s commitment to providing exceptional service and comprehensive financial solutions to its clients.

“We are thrilled to welcome the talented team at KLR Investment Advisors to the Baldwin Brothers family,” said Eric Strand, President of Baldwin Brothers. “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.”

Together, they will offer clients a wider range of expertise and resources to help them achieve their long-term financial goals, including:

Expanded Capabilities: The combined entity boasts a robust team with diverse expertise in investment research, portfolio management, and financial planning.

Enhanced Geographic Reach: Baldwin Brothers gains a stronger presence in Rhode Island and Southern New England, solidifying its position as a leading wealth management firm across New England.

Greater Resources: Clients will benefit from a broader pool of resources for operations, technology, and investment research.

“Joining forces with Baldwin Brothers marks an exciting new chapter for us,” said Peri Ann Aptaker, Managing Director of KLR Investment Advisors. “We are thrilled to bring our team, experience and commitment to excellence to Baldwin ensuring our clients continue to receive financial guidance and support.”

About Baldwin Brothers

Baldwin Brothers, serving families and individuals nationwide, is an SEC-registered investment advisory firm with just under $2.3 billion dollars of assets under management. The firm has over 50 years’ history of providing wealth management services to high net-worth individuals and families. For more information on Baldwin, please visit www.baldwin-llc.com, and follow us on LinkedIn, Facebook, and Twitter.

About KLR Investment Advisors, LLC

KLR Investment Advisors, LLC, is a SEC registered Investment Advisory Firm that offers comprehensive wealth planning and investment solutions, through a consultative process to successful individuals and families.

Contacts

Media:

Intention.ly

Tina Powell

201-212-0072

tina@growintentionally.com