Making An Impact
Helping URI Athletics
At Balanced Wealth Management, we recognize the importance of financial literacy, especially in today’s landscape where student-athletes are earning money through NIL (Name, Image, and Likeness) opportunities. To help guide these athletes at the University of Rhode Island, we dedicate one day a week to educating them on managing their newfound income. With this additional revenue stream, it’s crucial that they have the tools and knowledge to make informed decisions, plan for the future, and avoid common financial pitfalls. We believe that by empowering young athletes with financial education, we’re setting the foundation for their long-term success—both on and off the field.
Launch Lab
Rob brings his strategic mindset and passion for planning to the Launch Lab, where he serves as a mentor to the next generation of innovators. With years of experience helping individuals create clear financial roadmaps, Rob understands the importance of having a strong foundation, whether it’s for retirement or a new business venture. Through one-on-one mentoring, workshops, and collaborative resources, he supports aspiring entrepreneurs in transforming ideas into actionable plans. His guidance helps ensure they are not just chasing inspiration but building something sustainable with impact.
Providence College
Balanced Wealth Management is proud to be reconnecting with our alma mater, Providence College, by supporting student-athletes as they navigate the growing opportunities presented by Name, Image, and Likeness (NIL). As financial literacy becomes increasingly important in this new era, we’re looking to strengthen our presence within this community and be a trusted resource for athletes as they learn to manage their income. With NIL deals creating financial opportunities at an early age, it’s essential that student-athletes have the knowledge to make informed decisions, plan for their futures, and avoid common financial missteps. By helping them build a strong financial foundation, we aim to empower these young individuals to succeed both during their time at Providence and in the years to come.
Coaching With Purpose
Rob’s financial philosophy is rooted in the same principles he values in basketball: preparation, discipline, and strategy. Just like a team needs a game plan to succeed, individuals need a clear financial roadmap to reach their goals. Without one, it’s easy to lose direction. Rob believes that with the right planning, retirees can avoid running out of money and stay confidently retired—because going back to work shouldn’t be part of the game plan.
