Lee Duckworth - Capital Wealth Management

Balanced Wealth Management, based in East Greenwich, RI, specializes in assisting pre-retirees in achieving their retirement goals through personalized financial planning. Founded by Rob Auclair, the firm focuses on building strong relationships with clients and employs a disciplined investment approach to help individuals manage their wealth with confidence. The firm’s mission is to address common financial concerns, ensuring clients are prepared for retirement and have a comprehensive plan in place to protect and grow their assets. With insights shared through various media outlets and a commitment to client education, Balanced Wealth Management aims to empower clients to pursue a balanced and fulfilling life. Generated from the website

Gessman and Company Inc. is a certified public accounting firm based in Warwick, Rhode Island, serving individuals, businesses, and fiduciary entities such as trusts and estates both domestically and internationally. The firm is dedicated to cultivating long-term client relationships and delivering exceptional customer service to ensure the successful completion of projects. Committed to collaboration, Gessman and Company works seamlessly with various professionals, including lawyers, investment brokers, and financial planners, to create a cohesive financial team focused on clients' financial success. Their expertise and comprehensive approach enable clients to navigate their financial needs effectively. Generated from the website