The Baldwin Group
Finance
Free · Designed for iPad. Not verified for macOS.
The Baldwin Group Wealth Management Mobile App gives clients convenient access to their account information, fetches their statements, and facilitates effortless communication with their advisor. At The Baldwin Group, we believe that every investor is entitled to a comprehensive service experience. We provide all the necessary tools for them to stay informed about their accounts and maintain a strong connection with their advisor. For more details about our services, please visit www.baldwin.com
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes
The developer, Burnham Gibson Wealth Advisors, Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Burnham Gibson Wealth Advisors, Inc.
- Size
- 64 MB
- Category
- Finance
- Compatibility
Requires iOS 15.6 or later.
- iPhone
Requires iOS 15.6 or later. - iPad
Requires iPadOS 15.6 or later. - iPod touch
Requires iOS 15.6 or later. - Mac
Requires macOS 12.5 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Baldwin Group Wealth Advisors, LLC