Your Future Deserves A Well-Balanced Strategy

Redefining Success Through A Legacy Of Integrity

Robert Auclair has built his company with integrity and years of diligence, holding fast to the teachings of his father, a business professor at Providence College. During his teaching career, Robert’s father prepared financial plans for friends and family because he enjoyed serving his community in that capacity. When Robert founded his practice, his dad was always there, meeting with clients and encouraging him to keep going.

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Thriving Beyond The Daily Grind

At Balanced Wealth Management, we prioritize people over transactions, serving the East Greenwich and surrounding Rhode Island communities with integrity. After dedicating your life to working and providing for your family, you deserve a comfortable retirement, and our team has the expertise to help get you there. Our mission is to provide the support you need to transition smoothly from the daily grind to the balanced, secure retirement you envision.

Empowering Athletes With Financial Literacy And Building Community

At Balanced Wealth Management, we believe financial literacy is the key to long-term success—especially for college athletes navigating the world of NIL (Name, Image, and Likeness). With the ability to earn money through sponsorships, social media promotions, and personal branding, many young athletes receive significant financial opportunities but lack the guidance to manage them effectively. Our NIL program equips athletes with essential financial knowledge, teaching them how to build a solid foundation for their future through budgeting, diversification, and strategic goal-setting. By focusing on education and mentorship, we help athletes make informed decisions that support their long-term financial well-being.