December 12th, 2023 – Rob Auclair, CFP®, of Balanced Wealth Management, has been recently honored with a place in the prestigious Investment News Hot List for 2023.
According to Investment News, the annual list showcases the nation’s elite financial professionals, who are recognized not only for their professional excellence but also for their significant contributions to their communities. View the full list.
About Balanced Wealth Management
Balanced Wealth Management is a financial advisory firm that serves pre-retirees based in East Greenwich, Rhode Island. The firm creates and maintains wealth for its clients through long-term effective asset management. Their advisors aim to build client relationships based on trust, knowledgeable, professional advice, continual communication, and swift personal service. They can be reached at (401) 398-2000, via email at info@balancedwealth.com, or on the web at www.balancedwealth.com.
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.