Baldwin Capital Management

09/02/2026

What Never Makes it Through… Somewhere right now someone is writing the definitive case for a strategy you have never heard of. It may be a trust structure, a tax election, an annuity rider, some small cap fund, a Roth conversion...

08/28/2026

You're Invited!!

Join us Thursday, September 3 from 3:00–7:00 PM for great food, drinks, friendly competition, and one of Detroit’s most unique traditions: Feather Bowling!

Stop by Cadieux Café anytime throughout the evening and enjoy a fun night with friends, family, and the Baldwin Capital team.

We hope to see you there!

Register here:

This open house-style event is the perfect opportunity to connect over great food, drinks, and one of Detroit's most unique traditions. Stop by whenever it's convenient for you, stay as long as you'd like, and come as you are. There is no dress code.

08/26/2026

Part four, and the end of the series. The first three pieces were all about the value of a conversation. This one is about what the conversation does and doesn't do. Start with what it doesn't do. It doesn't make the estate bigger. It...

08/25/2026

Travel Planning: One of the Core Pillars of FamOS®.

What does travel planning look like? It's more than choosing a destination. It's having the knowledge and support to help plan the details—from booking flights and hotels to identifying the best places to visit, finding things to do, and making the most of your time and budget.

With FamOS®, travel planning is thoughtfully integrated with the rest of your financial picture, helping you save for the experiences you want while creating a plan to make them happen.

Learn more about our FamOS® services: https://lnkd.in/e2fGYaWW
Ready to discover a more coordinated approach to your wealth?

Contact us at 248-348-6677 or [email protected] to schedule a meeting today.

08/21/2026

You're Invited!!

Join us Thursday, September 3 from 3:00–7:00 PM for great food, drinks, friendly competition, and one of Detroit’s most unique traditions: Feather Bowling! Stop by Cadieux Café anytime throughout the evening and enjoy a fun night with friends, family, and the Baldwin Capital team.

We hope to see you there!

Register here: https://www.baldwin-capital.com/events/september-3-feather-bowling-at-cadieux-caf-1

08/18/2026

Thank you to those who joined us at the Woodward Dream Cruise this past weekend! It was a great day filled with classic cars, great conversations, and wonderful company. We appreciate you spending part of your weekend with us and look forward to seeing you at our next event!

08/18/2026

Insurance Planning: One of the Core Pillars of FamOS®.

What does insurance planning look like? It's more than simply having coverage in place. It's creating a thoughtful strategy to help protect your income, assets, family, and the financial future you've worked hard to build.

With FamOS®, insurance planning is thoughtfully integrated with the rest of your financial picture, helping ensure your coverage works together with your broader plan to protect what matters most.

Learn more about our FamOS® services: https://lnkd.in/e2fGYaWW

Ready to discover a more coordinated approach to your wealth? Contact us at 248-348-6677 or [email protected] to schedule a meeting today.

08/14/2026

You're Invited!!

Join us Thursday, September 3 from 3:00–7:00 PM for great food, drinks, friendly competition, and one of Detroit’s most unique traditions: Feather Bowling!

Stop by Cadieux Café anytime throughout the evening and enjoy a fun night with friends, family, and the Baldwin Capital team.

We hope to see you there!

Register here: https://www.baldwin-capital.com/events/september-3-feather-bowling-at-cadieux-caf-1

08/12/2026

Tax Services: Another Core Pillar of FamOS®.

What does tax planning look like? It's more than preparing your taxes each year. It's taking a proactive approach to help minimize your tax burden, make informed financial decisions, and keep your tax strategy aligned with your broader financial goals.

With FamOS®, tax planning is thoughtfully integrated with the rest of your financial picture, helping ensure every piece of your plan works together to support your long-term goals.

Learn more about our FamOS® services: https://lnkd.in/e2fGYaWW
Ready to discover a more coordinated approach to your wealth?

Contact us at 248-348-6677 or [email protected] to schedule a meeting today.

08/12/2026

Part three of a series on inheritance. Part one was about the weight of it. Part two was about the conversation, from the parent's side. This one is for the kids. Do you know you are Mom's trustee? That you're the one making your Dad's...