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935 Jefferson Blvd, Ste 2000, Warwick, RI 02886

401-691-4178

Welcome to Beaulieu Wealth Management

Moving Forward with Confidence.

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Solutions for Individuals

  • Retirement
  • Investments
  • Insurance
  • 401(k)
Learn More about Individual Solutions

Corporate Solutions

  • 401(k) Plan Design
  • 401(k) Plan Management
  • Group Employee Education
  • Corporate Cash Management
  • Deferred Compensation
Learn More about Corporate Solutions

A Wealth Management practice centered on 4 Cornerstones

Clients: We have built our practice around your needs first. We spend time with you and get to really know you before we develop a plan together.

Credibility: We believe we are accountable to you at all times. We embrace this responsibility and exercise prudent judgment in managing and preserving your wealth.

Care: We know that it is important for you to reach us when you need to. We provide a multi-disciplinary approach to all your wealth preservation, income and investment decisions.

Commitment: We are committed to being there for you on your time with insight, support and service. We are committed to you for the long-term.

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Our story began in 1962 

with Richard Beaulieu Sr., embarking on a career in financial services. We are proud to continue his legacy as a full-service Financial Services Firm. 



Retirement Planning

Retirement Planning

Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want. Click above to find out more.

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Investments

Investments

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals. Click above to find out more.

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Insurance

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events. Click above to find out more.

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Corporate Solutions

Corporate Solutions

We specialize in Retirement Plan Consulting Services:  401(k) / Deferred Compensation. Click above to find out more.

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