Credibility: We believe we are accountable to you at all times. We embrace this responsibility and exercise prudent judgment in managing and preserving your wealth. Care: We know that it is important for you to reach us when you need to. We provide a multi-disciplinary approach to all your wealth preservation, income and investment decisions.
Commitment: We are committed to being there for you on your time with insight, support and service. We are committed to you for the long-term. Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.
Commitment: We are committed to being there for you on your time with insight, support and service. We are committed to you for the long-term. Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.
Services
Chris Beaulieu is a Partner with Beaulieu Wealth Management. He has been involved in the Financial Services Industry for over 25 years. Chris began his career as a product specialist in Boston for John Hancock Investments and. Jim Beaulieu is a Partner at Beaulieu Wealth Management.
He has an impressive background in accounting, law and taxation including work experience with both the IRS as a Corporate Field Agent and KPMG as a Senior Tax Manager.Greg Beaulieu is a Partner at Beaulieu Wealth Management. He joined Beaulieu Wealth Management after five years in the finance roles in the healthcare medical research industry and brings a unique perspective to the team.
He has an impressive background in accounting, law and taxation including work experience with both the IRS as a Corporate Field Agent and KPMG as a Senior Tax Manager.Greg Beaulieu is a Partner at Beaulieu Wealth Management. He joined Beaulieu Wealth Management after five years in the finance roles in the healthcare medical research industry and brings a unique perspective to the team.
Data Validation - we meet to review your data and present our both our analyses and recommendations. We take a very hands-on approach to on-boarding and managing client portfolios. Once you have online access to your accounts, we then setup regular review meetings using the medium you are most comfortable with: either in-person, over the phone, or virtual.
First, we provide 401(k) and Deferred Compensation plan design custom fit to your company's needs. Then, As fiduciaries, we help you navigate the investment and fiduciary landscape and provide the tools needed to keep you compliant. Lastly, Our hands-on approach makes employee education seamless for you and your HR Manager.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Reviews
Be the first to review Beaulieu Wealth Management.
Write a Review
