Nicholes Baldwin
Financial Advisor for Retirees & High-Net-Worth Families | Retirement Income, Tax-Efficient Investing, Estate Strategies | Fiduciary at Stonepath Wealth Management
- Role
- Financial Advisor at Stonepath Wealth Management
- Location
- Traverse City, MI, US
- LinkedIn followers
- 500 followers
About Nicholes Baldwin
I help retirees and high-net-worth families across the country design tax-efficient…
Experience
Financial Advisor
Oct 2019 — Present
Provide fiduciary financial planning and wealth management to retirees and high-net-worth families nationwide-Manage $65 million in client assets with a focus on tax-efficient retirement income and institutional-style investment strategies-Implement Stonepath’s Five Facets of Financial Planning: investments, retirement income, tax planning, estate planning, and risk management-Coordinate with CPAs and estate attorneys to ensure a cohesive, tax-smart approach to wealth preservation and legacy planning-Specialize in Roth conversion strategies, withdrawal sequencing, and charitable giving plans to optimize lifetime after-tax wealth.
Education
Big Rapids High School
High School Diploma, College Preparatory
2009 — 2013
Northwood University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
2013 — 2017
Skills
- Sales Operations
- Process Improvement
- Sales Process
- Account Management
- Time Management
- Strategic Planning
- Automotive Repair
- Automotive Aftermarket
- Management
- Marketing
- Automobile
- Teamwork
- Dealers
- Automotive
- Business Development
- Crm
- Dealer Management
- Microsoft Word
- Customer Retention
- Budgets
- Team Leadership
- Public Speaking
- Reynolds
- Profit
- Retail
- Team Building
- Research
- Sales Management
- Inventory Management
- Sales
- Powerpoint
- Microsoft Excel
- Customer Satisfaction
- B2b
- Training
- Leadership
- Gross Profit
- Tenacious Work Ethic
- Organizational Leadership
- Vehicles
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