Business Details
11 Years
experience
Your Trusted Partner for Financial Planning Solutions
Balanced Wealth Management was founded in 2015 with a commitment to integrity, client-centered service, and financial education. Our approach combines decades of industry experience with personalized strategies to help clients achieve secure, fulfilling retirements. We prioritize holistic financial planning, emphasizing goal setting, investment management, and retirement transition support. Our team includes Certified Financial Planners, academic professionals, and community-focused advisors dedicated to empowering clients through transparency and expertise. With a legacy rooted in family values and academic rigor, we serve clients nationally while maintaining deep ties to Rhode Island's financial and educational communities. 
Services
Retirement Planning
Investment Management
Financial Education
NIL Program
Wealth Transition
Details
- Year established: 2015
Highlights and features
- We offer 20+ years of combined experience in financial planning and investment management
- Our team includes Certified Financial Planners and academic finance professionals
- We implement a patented process for retirement income optimization
- Our practice combines academic research with real-world financial strategy
- We provide 24/7 personalized client education resources
Associations and certifications
- Registered Investment Advisor (RIA)
What people say
Personalized service
Financial expertise
Retirement education focus
Community involvement
Transparent communication
Services
Retirement Planning
Our retirement planning service creates personalized strategies for transitioning from career to retirement. We analyze income sources, optimize social security benefits, and develop tax-efficient withdrawal plans. With sophisticated modeling tools and ongoing adjustments, we ensure clients maintain financial security while pursuing their ideal retirement lifestyle.
Investment Management
Customized investment portfolios are built using research-driven principles aligned with individual risk tolerance and goals. We implement diversified strategies across asset classes, regularly reviewing and adjusting holdings to maintain alignment with evolving market conditions and client objectives while emphasizing long-term growth and capital preservation.
Financial Education
Our educational programs empower clients with financial knowledge through workshops, personalized coaching, and media resources. We cover budgeting, investment principles, and retirement strategies to help clients make informed decisions about their financial future through various life stages.
NIL Program
This specialized program teaches college athletes financial management for Name, Image, and Likeness earnings. We provide budgeting frameworks, investment strategies, and long-term planning to transform short-term opportunities into sustainable wealth through diversified income streams and strategic financial decisions.
Wealth Transition
Our wealth transition service creates comprehensive plans for transferring assets to future generations. We coordinate estate planning documents, tax strategies, and trust structures to preserve family wealth while aligning with clients' values and philanthropic goals through structured, legally sound frameworks.
People
Robert Auclair
Principal/Managing Partner
Certified Financial Planner with 25+ years experience, founder of Balanced Wealth Management, former bond accountant at State Street Bank, and financial media personality. Teaches financial literacy through local media appearances and community programs.
Dr. Liu Wang
Director of Research
Finance professor at Providence College with doctorate in finance, publishes in top academic journals, serves on multiple financial organization boards, and specializes in asset valuation and emerging markets research for client portfolios.
Kristin Oakley
Financial Educator
Television host for Retire With Balance program, combines financial expertise with media experience to simplify complex retirement topics through engaging educational content that empowers informed decision-making for pre-retirees.
Theodore J. Denicola
Business Development Leader
30-year development professional with expertise in community outreach, former Providence College administrator, and active participant in local charitable initiatives including Big Brothers Big Sisters and Catholic education development committees.
Sue Ann Votta
Practice Manager
Wealth management professional with 30+ years financial services experience, holds business administration and project management credentials, and specializes in operational efficiency improvements while volunteering with animal rescue and cancer awareness organizations.
Questions
What services do you offer?
We provide retirement planning, investment management, and financial education programs tailored to individual needs.
Do you work with out-of-state clients?
Yes, we serve clients nationwide while maintaining our Rhode Island headquarters.
What is your investment philosophy?
We use research-driven, customized strategies balancing growth and risk management for long-term security.
How do you help athletes with NIL opportunities?
Our NIL program teaches budgeting, diversification, and strategic planning for sustainable financial success.
What sets you apart from other advisors?
Our combination of academic expertise, community focus, and personalized retirement coaching creates unique value.
Reviews (1)
Blair Fish
Dec 13, 2017
Report
Balanced Wealth Management is a great financial advisor for me. Rob's personal attention to my risk tolerance and knowledge of the market is superb. I highly recommend Balanced Wealth Management and trust Rob's long term insights into the financial future.
