Beaulieu Wealth Management

Moving Forward with Confidence.

Financial planner in Warwick, RI (show on map)

5.0

★★★★★

1 reviews

Beaulieu Wealth Management offers personalized financial planning and wealth management services with a focus on retirement, investments, insurance, and corporate solutions.

Call (401) 691-4178

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About

Beaulieu Wealth Management, founded in 1962 by Richard Beaulieu Sr., is a full-service financial services firm specializing in retirement planning, investments, insurance, and corporate solutions such as 401(k) plan design and management. The firm emphasizes client-centered fiduciary responsibility, credibility, care, and long-term commitment, employing a four-step financial planning process for individual clients and a comprehensive four-step guide for corporate retirement plan consulting services.

Client-first fiduciary approach

Comprehensive four-step financial planning process

Customized 401(k) and deferred compensation consulting

Multi-disciplinary team with diverse credentials

Services

Retirement Planning

Steps to consider for accumulating retirement funds to pursue desired retirement activities.

Investments

Create an investment strategy tailored to risk tolerance, time horizon, and financial goals.

Managed Advisory Accounts Stocks Bonds Mutual Funds Educational IRAs Traditional IRAs Roth IRAs SEP IRAs Simple IRAs Variable & Fixed Annuities Brokerage Accounts

Insurance

A well-structured insurance strategy protects loved ones from financial consequences of unexpected events.

Disability Income Insurance Life Insurance Long-Term Care Insurance

Corporate Solutions

Specializes in Retirement Plan Consulting Services: 401(k) / Deferred Compensation.

401(k) Plan Design 401(k) Plan Management Group Employee Education Corporate Cash Management Deferred Compensation

Credentials & Certifications

ChFC

MST

AIF®

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is the difference between a traditional 401(k) and a Roth 401(k)? +

A traditional 401(k) allows pre-tax contributions with tax deferred until withdrawal, while a Roth 401(k) uses after-tax contributions with tax-free withdrawals in retirement.

How does Beaulieu Wealth Management ensure fiduciary responsibility? +

Beaulieu Wealth Management operates as fiduciaries, prioritizing clients' needs, providing transparent benchmarking, and offering compliant investment advice.

What steps are involved in the Beaulieu Wealth Management financial planning process? +

The process includes an introduction meeting, fact-finding, data validation, and plan implementation, with regular review meetings tailored to client preferences.

What insurance products does Beaulieu Wealth Management offer? +

The firm provides disability income insurance, life insurance, and long-term care insurance to protect against financial risks of unexpected events.

How does Beaulieu Wealth Management assist with corporate retirement plans? +

The firm offers 401(k) plan design, management, benchmarking, fiduciary compliance, and employee education services.

What is the significance of the four cornerstones at Beaulieu Wealth Management? +

The four cornerstones—Clients, Credibility, Care, and Commitment—guide the firm’s client-first approach, accountability, accessibility, and long-term dedication.