Beaulieu Wealth Management

At Beaulieu Wealth Management, we believe that building a strong financial foundation is key to achieving long-term financial success. As a prominent financial services firm with over 50 years of experience, we are dedicated to helping individuals, families, and businesses achieve their financial goals. Our practice is built on four core principles: Clients, Credibility, Care, and Commitment. These guiding principles inform every decision we make, ensuring that we put our clients' needs first and foremost.

Our Story

Our story began in 1962 with Richard Beaulieu Sr., who embarked on a career in financial services. Today, we continue his legacy as a full-service financial firm, committed to providing unparalleled service, expertise, and guidance to our valued clients. Over the years, we have grown and expanded our services to meet the evolving needs of our clients, while staying true to our founding principles.

Our Services

We offer a comprehensive range of services designed to help you achieve your financial goals. Our services include:

Individual Solutions

• Retirement Planning: We help you create a customized retirement plan that aligns with your unique financial goals and objectives.
• Investment Management: Our experienced financial advisors work closely with you to develop an investment strategy that meets your risk tolerance, time horizon, and financial objectives.
• Insurance Planning: We help you create a well-structured insurance strategy that protects your loved ones from the financial consequences of unexpected events.

Corporate Solutions

• 401(k) Plan Design: We help you design and implement a 401(k) plan that meets the unique needs of your employees and your organization.
• 401(k) Plan Management: Our experienced team manages your 401(k) plan, ensuring compliance with regulatory requirements and providing your employees with the guidance they need to achieve their retirement goals.
• Group Employee Education: We offer educational seminars and workshops to educate your employees on the importance of retirement planning and the benefits of participating in your company's 401(k) plan.

Why Choose Us

At Beaulieu Wealth Management, we are committed to providing exceptional service, expertise, and guidance to our clients. Our team of experienced financial professionals is dedicated to helping you achieve your financial goals, whether you're an individual, a family, or a business.

Meet Our Team

We are proud to introduce you to our team of experienced financial professionals, each with their own unique background and expertise. Our team includes:

• Christopher A. Beaulieu, ChFC, Financial Advisor and Partner
• James J. Beaulieu, JD, MST, AIF, Financial Advisor and Partner
• Gregory J. Beaulieu, AIF, Financial Advisor and Partner
• Julie A. Beaulieu, Client Operations Manager
• Krista C. Brennan, Client Operations/Administrative Assistant
• Diana M. Spinard, Client Operations/Administrative Assistant

Get Started

At Beaulieu Wealth Management, we are committed to helping you achieve your financial goals. Whether you're an individual, family, or business, we invite you to explore our services and learn more about how we can help you achieve financial success.