There are lots of solutions out there. We help you pick the one that fits you best.

The better your plan the more often you can be in your special moments.

We navigate the various areas of financial planning and bring them all together.

Our Story: Balanced Wealth Management

Rob Auclair tells us about his values based on how his father influenced him, how he builds relationships with clients and his concept of the investment process.

abc6 Interview Clip

Watch the ABC6 video clip featuring Rob Auclair on 'Avoiding Investment Scams'