Balanced Wealth Management

Certified Financial Planner (CFP) located in East Greenwich RI

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.

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At Balanced Wealth Management in East Greenwich, Rhode Island, our certified financial advisors effectively create and maintain wealth for our clients through long-term, practical asset management. Our financial consultants know that an efficient financial plan, and smart, professional wealth management, is the foundation for financial success that lasts. Our main goal at Balance Wealth Management is to provide the very best wealth management services, through building client relationships based on trust, trusted professional advice, effective communication and prompt personal service. From your first meeting with us in East Greenwich, RI, and onward, our knowledgeable CFPs will utilize current technology and extensive questionnaires to identify your goals, and then decide on a plan to reach those goals. Using a detailed, yet simplified financial plan, our financial advisors will confidently aid you in managing your savings, assets, investments, 401Ks, and more. Our financial planners look forward to working together with you to manage personal wealth and assets, plan for retirement, and help with whatever else the future in Rhode Island holds.

Balanced Wealth Services

Investment Process includes but not limited to:

  • Asset Allocation
  • Mutual Funds
  • Exchange Traded Funds
  • Rebalancing
  • Constant Fund Selection and Monitoring
  • 401K asset allocation and fund choice
  • Financial Planning Process
  • Retirement Planning
  • Educational Planning
  • Insurance Planning
  • Estate Planning

Successful Living-Sundays 10:30am on Fox Providence

State of RI’s Real Estate Market

Need financial guidance?

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