Personal Attention and Customized Solutions to Take You Further
Baldino Family Investment Associates, L.L.C. is an independent, privately owned wealth management firm offering investment management and family office services to individuals, families, endowments and foundations with substantial assets. At Baldino Family Investment Associates, L.L.C., ensuring you receive the right solution for your current and long-term investment objectives is our ultimate goal. When you choose to work with us, we do more than focus on building your wealth. Your dedicated portfolio manager and service team also collaborate with you to build and sustain an ongoing relationship you and your family can rely on for years to come.
When you ask our clients about wealth, you’ll hear them talk about wealth being a tool, empowering their family to live the life they want to live. It’s not the goal – it’s the freedom to pursue their personal goals. This is why we are so intent on the work that we do. We help our clients make the best decisions they can to utilize and grow that wealth, enabling them to live the lives they want for their families. We partner with our clients to provide ongoing advice to guide them through many of life’s decisions, and we help them invest in a manner that is tailored to their specific needs.
At Baldino Family Investment Associates, L.L.C., we look at the bigger picture, starting with your financial plan. Based on your goals, we aim to maximize your potential growth by choosing the right investment vehicles and putting them in the right accounts, based on the potential tax consequences for each investment. Your plan can also include insurance and other estate planning tools. Whatever you need, we will always use most cost-effective way to do it.
Please feel free to contact us today! (551) 257-5419