Wickford 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

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Wakefield, RI area, Thomas De Nicola will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.