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If your current income tax rate is materially less than what your income tax rate will be in the future when you take IRA distributions, a "Roth Conversion" may be an ideal strategy to reduce taxes. Download our free report to learn more.

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Our Team

Our Team – “LWM”

Investment Committee

Richard S. Lawrence, CFA®

Founder - LWM

Peter Havens, MBA

Chairman: Baldwin Investment Management

Susan Berry-Gorelli

CEO: Baldwin Investment Management

Jared V. Quereau, CFA®

Managing Director: Baldwin Investment Management

Richard K. May, MBA

Managing Director: RKM Advisors