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Home
About Us
In The Media
Events
Client Access
- Website Portal
- Fidelity
Contact

Event Registration

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Retirement Masterclass

Tuesday, October 6th, 2026 | 6:00 pm

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1350 Division Road, Suite 204

W. Warwick, RI 02893

rauclair@balancedwealth.com

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Balanced Wealth Management, LLC (“Balanced Wealth”) is a Registered Investment Advisor (“RIA”), located in the State of Rhode Island. Balanced Wealth provides investment advisory and related services for clients nationally. Balanced Wealth will maintain all applicable registration and licenses as required by the various states in which Balanced Wealth conducts business, as applicable. Balanced Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.

Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

This website is intended to provide general information about Balanced Wealth and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this website are based on generally available information and are believed to be reliable. Balanced Wealth does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.

Please remember that it remains your responsibility to advise Balanced Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

Balanced Wealth will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”), Form ADV Part 2B, which is the Brochure Supplement for each advisory person supporting a particular client, and the Form ADV Part 3 (Client Relationship Summary or Form CRS). You may obtain a copy of these disclosures here, on the SEC website at http://adviserinfo.sec.gov, or you may contact us to request a free copy via .pdf or hardcopy.

Form ADV Part 2A