Chuck's passion is working with entrepreneurs and families to create, preserve and transfer wealth. The services he provides reflect his belief that a family's legacy involves more than its assets, and that financial wealth must be transferred with accountability, responsibility and stewardship. After obtaining a BS (With Honors) from Northeastern University, Chuck went on to earn an MBA from The Amos Tuck School of Business at Dartmouth College. He has received CLU and ChFC designations from the American College. He has spent more than 40 years serving the needs of entrepreneurs and high net worth families. Chuck enjoys multi-generational relationships with many of Baldwin & Clarke's