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.

Find Out How We Can Help

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

Find Out How We Can Help

Need help navigating
your financial life?

Learn More About Working With Us

Looking to ease your financial worries?

We Can Help

Balanced Wealth Has Been Featured On

  • Kiplinger
  • WPRO 630 News Talk
  • Providence Business News
  • Providence Journal
  • Fox Providence
  • Rhode Island Monthly

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 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.

 
Word of the Day: Compassionate

Word of the Day: Compassionate

Posted on May 12, 2021

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Our Story: Balanced Wealth Management

Our Story: Balanced Wealth Management

Posted on October 5, 2020

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State of Rhode Island’s Real Estate Market

State of Rhode Island’s Real Estate Market

Posted on October 5, 2020

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