Gregory A. Baldwin

Gregory A. Baldwin

Managing Partner, Matrix Wealth Management

Phone: 503-227-7744
Fax: 503-227-7994
Mobile Phone: (503) 381-0251
E-mail:

A native of the Pacific Northwest, Mr. Baldwin brings 30 years of Life Insurance and Investment industry experience to Matrix Wealth Management. In 1992 he founded Planning Resources Corporation (PRC) as an Independent Insurance and Financial Services agency, providing wealth management and financial planning for individuals and businesses. The firm provides clients with various financial products through its insurance group (including life, health and disability, long term care insurance, auto, home and liability protection) and its investment management group (stocks, bonds, mutual funds, real estate, oil and gas and other alternative investments).

Prior to founding PRC, he was Regional Director for Northwest Financial Group where he was responsible for developing and managing all aspects of the training and sales for the firm. Greg was a key member in developing the Career Dynamics Training program for a large national insurance company, and is a frequent speaker on advanced planning strategies, including 1031 Exchanges and Real Estate Investment Trusts (REIT) to Attorneys and CPA's.

Blessed with three wonderful children (twin boys Nick and Aaron-21 yrs old, and Melanie-19 yrs old), he enjoys the outdoors, theatre, cooking, and traveling. He has his private pilots license and when able enjoys flying.

Greg is a Registered Representative and Investment Advisor for Financial Services Int'l Corp (fsic) and offers securities in Washington State, Oregon and California. He is insurance-licensed in Washington, Oregon, Arizona and California (CA License OB74963).