Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management partners with pre-retirees in East Greenwich, RI, putting you and your future first to help you achieve a successful retirement.

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Retirement will be here before you know it.
Are you ready?

Find Out How We Can Help

Need help navigating
your financial life?

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Looking to ease your financial worries?

We Can Help

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Retirement will be here before you know it. Are you ready?

  • Will I have sufficient income to meet my needs and support my lifestyle?
  • Am I doing everything I can right now to be ready when the time comes to retire?
  • When will I really be able to retire?
  • What can I do to prevent taxes from robbing me of my life savings?
  • If anything happens to me, will my family be okay?
  • What if I’m missing something?

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.

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Meet Rob

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.

Our Investment Philosophy

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.

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Learn What You Can Do to Build and Protect Your Wealth

As the host of Successful Living, airing on Fox Providence, and Retire with Balance, airing on WJAR 10, Rob delivers relevant financial and life advice giving you the tools you need to carry out your successful, balanced life. You can watch previous segments of both shows by visiting the videos page of the website.

 
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