Our Services

Beaulieu Wealth Management prides itself on its tradition and innovation. As a multi-generational firm, we put the care of our clients first, focusing all our efforts around providing state of the art service and support.

We are attentive listeners and respond with a multi-disciplined approach for you.

We believe in the collaborative power of working as a team to provide advice and we embrace this responsibility and exercise prudent judgment to help you manage and preserve your wealth.

As a member of John Hancock Financial network, we are an independent group with the experience and resources to meet all the needs of our clients. We are comprised of a dedicated group of professionals with high core values and extensive experience in finance, tax, insurance, legal and risk management.

  • Income Planning
  • Investment Management
  • Protection Planning
  • Retirement/Estate Planning

Income Planning

We specialize in the design and management of custom investment portfolios. To best serve you, our client, we believe in an adherence to a process, rather than a product. This knowledge-based approach enables us to provide creative thinking, comprehensive services and customized solutions to a wide variety of clients.

Investment Management

Our Investment Products and services can help you achieve your financial goals at every stage of your life. We achieve this by helping you understand your risk tolerance, determine your asset allocation needs and recommend the appropriate investment vehicles.

Protection Planning

Prepare for life's unpredictable possibilities with insurance and annuity products to help protect you and your family. We offer high quality, competitively priced life insurance products, including permanent, term, long-term care, combination and variable policies.

Retirement and Estate Planning

Since time is of the essence in building a secure financial future, the right time to invest in your retirement is now. We offer several reliable retirement funding solutions targeting the specific needs of individuals, businesses and non-profit organizations.