DARIEN, CT – Samoset Capital Group has acquired Baldwin & Clarke Advisory Services, a Bedford, New Hampshire-based financial and estate planning and investment management organization.

“Joining Samoset allows our firm to expand the wealth management services offered to our clients. In addition to broadening the choice of investment options for our clients, aligning with Samoset ensures business continuity for our clients and loyal associates.  This was critical to our decision as we serve multiple generations of many families”, stated Chuck Baldwin, President.

“Samoset’s significant investment in our firm is a testament to the success of our institutional investment advisory process and our integrated fee-based financial and estate planning systems which have helped clients create, preserve, protect and transfer their wealth and values to future generations”, added Baldwin.

“We are excited to acquire a firm of Baldwin & Clarke Advisory Services’ caliber and integrity and to work with Chuck Baldwin and his team.  The combination of the two firms allows us to expand our private wealth management platform in serving our high net worth clientele”, stated Bill Battey, Chairman and Chief Executive Officer of Samoset Capital Group.  “Baldwin & Clarke Advisory Services has been helping wealthy families, with an especially strong competency in sophisticated financial and estate planning and investment consulting, in New England since 1986, and Samoset’s acquisition of the firm will allow Chuck and his team to continue to develop their business and serve their clients on a broader platform”, Battey added.

One of the four Baldwin & Clarke Companies, Baldwin and Clarke Advisory Services was founded in 1986 and is an investment adviser registered with Securities and Exchange Commission providing financial and estate planning and investment advisory services to high net worth clients.  The firm specializes in financial and wealth transfer planning, investment consulting and specialized consulting services for fiduciaries.

Samoset Capital Group is an independent wealth management firm advising high net worth individuals and families, endowments and foundations through partnerships with existing high quality wealth management firms.  Since its founding, the Samoset has attracted an experienced team of management and investment professionals that share the vision of a firm aligned exclusively with its clients and a strong belief in a multi-generational approach to managing family wealth.  Through its wholly-owned subsidiary, Samoset Asset Management Company LLC, it provides clients with a full platform of wealth management services, delivers customized investment strategies and utilizes a global array of traditional and alternative asset classes.  Samoset Capital Group and Samoset Asset Management Company are based in Darien, Connecticut.

For more information on Samoset Capital Group and Samoset Asset Management Company, please visit www.samosetllc.com.