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Balanced Wealth Management | Financial Planner East Greenwich, RI

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.

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Meet Will

Will Herbert

Will is a financial advisor at Balanced Wealth Management, having joined the firm in January 2025.

Before entering the wealth management industry, Will grew up working in his family’s business and later built a career as a music producer and sound engineer.

He holds a bachelor’s degree in Anthropology from Trinity College and studied abroad at the University of the Western Cape near Cape Town, South Africa.

Outside the office, Will enjoys golfing, snowboarding, surfing, music production, and spending time with his girlfriend Lauren and their dog, Griffin. He’s passionate about helping others build freedom through disciplined financial strategy—so they can enjoy life today while creating a legacy for tomorrow.

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Get in Touch

378 Main Street Suite 105
East Greenwich, RI 02818
401-398-2000
rauclair@balancedwealth.com

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