Our Story
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.
Before starting his independent practice, Robert graduated from Providence College with a degree in accountancy and worked for a big box firm for ten years. There, he acquired the necessary skills and experience to succeed in the industry, but the corporate sector lacked heart, a crucial aspect of business. Robert knew that to follow in his father’s footsteps of integrity, he would have to become fiercely independent and truly prioritize clients over profit, as his father had taught him. Robert launched Balanced Wealth Management with an emphasis on coaching his clients and mentoring them through the process to maximize their financial gain and help them reach the retirement they dream of.
Having built his company with grit and determination, Robert now serves his community by educating them on financial concepts and helping them build a plan that honors their diligence and helps them reach their dreams. He understands the perseverance it takes to build a life and wants to help his clients protect what they have worked so hard for. Robert desires to help his clients find freedom in retirement to pursue their passions and live life as they envision.
