Balanced Wealth Management

Balanced Wealth Management Balancing Today’s Needs with Tomorrow’s Goals. We are a financial advisory firm that serves pre-retirees and beyond based in East Greenwich, Rhode Island.

Make sure to tune into Rob’s show, 𝑹𝒆𝒕𝒊𝒓𝒆 𝒘𝒊𝒕𝒉 𝑩𝒂𝒍𝒂𝒏𝒄𝒆! 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. The firm’s advisors expertly develop and monitor all portfolios. Their in-house Certified Financial Analyst (CFA) offers weekly diagnostics and reporting on funds and portfolio allocations, using an academic approach to selecting investments. They use a coaching model that serves to help clients achieve their goals by sharing feelings, offering motivation, and tracking progress. Their approach with clients is not based on a template, but is highly-customized to match their clients’ needs and goals

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. For additional information, please visit our website at https://balancedwealth.com/..

07/21/2026

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🎥 Recording new episodes of Retire with Balance!Great time in the studio with Rob Auclair, Will Herbert, and host Kriste...
05/08/2026

🎥 Recording new episodes of Retire with Balance!

Great time in the studio with Rob Auclair, Will Herbert, and host Kristen Oakley discussing the financial topics that matter most to retirees and those planning for the future.

Catch Retire with Balance every Sunday on NBC at 11:30 AM for conversations focused on retirement planning, investing, and building confidence for the years ahead.

Stay tuned for more new episodes coming soon!

04/05/2026

Address

1350 Division Road, Suite 204
West Warwick, RI
02893

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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