PERSONAL INVESTMENTS

INVESTMENT & WEALTH MANAGEMENT SERVICES

In partnership with Baldwin Investment Group, affiliated with Stifel

At Lewis Clark Credit Union, we’re committed to helping our members build a strong financial future. Through our partnership with Baldwin Investment Group, members now have access to personalized investment and wealth management services backed by Stifel, one of the nation’s leading full-service wealth management and investment firms.

Planning for your financial future doesn’t have to be complicated. Whether you’re saving for retirement, preparing for life’s next chapter, or building a legacy for your family, Baldwin Investment Group can help you create a plan that aligns with your goals and values.

  • A clear plan for reaching your short- and long-term financial goals
  • Expert advice for navigating uncertain markets
  • Strategies designed to build, protect, and transfer wealth
  • Personalized support from trusted local advisors

Individual Investment Services

Baldwin Investment Group offers a full suite of services designed to help individuals and families make confident financial decisions at every stage of life.

Saving for Retirement

  • Traditional IRA
  • Roth IRA
  • IRA Rollovers
  • Employer-Sponsored Retirement Plans

Investment Advisory & Asset Management

  • Customized Portfolios
  • Active and Passive Investment Strategies
  • Risk Management and Diversification
  • Access to Nationally Recognized Research

Planning for Your Future

  • Comprehensive Financial Planning
  • Education Funding
  • Social Security and Medicare Planning
  • Insurance and Annuity Solutions

Estate & Tax Planning

  • Wealth Transfer Strategies
  • Estate Plan Reviews
  • Tax-Efficient Investment Solutions

Why Baldwin Investment Group

Founded in 1890, Stifel is built on a commitment to unconfined thinking, long-term relationships, and personalized service. Their advisors have access to a broad range of resources that help clients pursue success through every market condition.

With Stifel’s support, Baldwin Investment Group provides members of LCCU with the confidence of working with an experienced firm, paired with the personal touch of a local team.

Scott Baldwin

With decades of experience in financial services, Scott helps clients clarify their financial goals and build comprehensive strategies for long-term success. His approach combines Stifel’s proven investment resources with a deep understanding of each client’s unique situation.

Wyatt Baldwin

Wyatt works closely with individuals and families to design plans that balance growth, protection, and peace of mind. His commitment to clear communication and personalized service helps clients make informed decisions about their financial future.

Get Started!

To learn more about personal investments and wealth management or to schedule a consultation with Baldwin Investment Group, fill out this form.

Investment and Insurance Products are…
Not a deposit product  |  not NCUA insured or by any other federal government agency  |  no credit union guarantee |  may lose value

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