Do these concerns seem familiar? You’ve worked hard to create a good life for yourself and your family. You deserve to retire in comfort without worrying about running out of money, paying too much in taxes, or missing out on the things you enjoy. You’ll need a plan to help you get organized and prepared to strive towards your goals with confidence and an advisor who will be there with you every step of the way.
I’m Rob Auclair, and I founded Balanced Wealth Management for one simple reason: I love helping people pursue their dreams. Driven by generations-deep loyalty to the East Greenwich and surrounding Rhode Island communities, my team and I are committed to helping pre-retirees build and manage wealth with confidence. Everything we do here is shaped by the values instilled by my father who built his practice on deep relationships with clients and a commitment to an investment process developed with care out of a lifetime of experience.
With a sharp focus on your desires for the future, our in-house Certified Financial Analyst (CFA) offers weekly diagnostics and reporting on funds and portfolio allocations using an academic approach to selecting investments.
As the host of Successful Living, airing on Fox Providence every Sunday at 10:30 am, Rob delivers advice and information pertaining not only to finance but in all areas of your life. In this well-rounded show, he discusses a relevant financial topic, interviews an expert guest on their topic of choice, and leaves you in deep thought on his word of the day.