Christopher A. Beaulieu ChFC | Managing Director

Chris Beaulieu is the Managing Director of Beaulieu Wealth Management. He has been involved in the Financial Services Industry for over 25 years.   Chris began his career as a  product specialist in Boston for John Hancock Investments and developed strategies utilizing protection and investment concepts before moving to Rhode Island to work directly with clients. Since 2001 Chris has been recognized each year by John Hancock for his achievement in his wealth management practice....

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James J. Beaulieu, JD, MST, AIF® | Partner

Jim Beaulieu is a Partner at Beaulieu Wealth Management. He has an impressive background in accounting, law and taxation including work experience with both the IRS as a Corporate Field Agent and KPMG as a Senior Tax Manager. He guides the clients of Beaulieu Wealth Management in Financial Advising with an emphasis on the complex and manages the practice's relationships with attorneys and accountants insuring our clients receive the best care in all aspects of their planning....

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Gregory J. Beaulieu, AIF® | Partner

Greg Beaulieu is a Partner at Beaulieu Wealth Management. He joined Beaulieu Wealth Management after five years in the finance end of the healthcare industry and brings a unique perspective to the team in this era of new healthcare considerations. Greg works with many of our CT clients and spends half of his time in our Rocky Hill office....

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Julie Beaulieu | Client Operations

Julie Beaulieu leads our client operations efforts. You will often hear Julie's voice on the phone and she spends her time reviewing client files and making sure that our practice processes run smoothly. She also handles all the practice's back office needs and interfaces with our compliance to ensure that our practice is operational efficient....

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Jiayin Sperry | Client Operations

Jiayin Sperry works in client operations supporting Jim and Greg Beaulieu. Clients often speak or email with Jiayin to setup appointments.  She also assists in account operations and following-up with clients.