Broker Check

Meet Our Partners

Christopher A. Beaulieu, ChFC

Financial Advisor, Partner

401-691-4128

401-739-9129

cbeaulieu@bwealthmgt.com

Chris Beaulieu is a Partner with 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...

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James J. Beaulieu, JD, MST, AIF®

Financial Advisor, Partner

401-691-4148

401-739-9129

jbeaulieu@bwealthmgt.com

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...

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Gregory J. Beaulieu, AIF®

Financial Advisor, Partner

401-691-4114

401-739-9129

gbeaulieu@bwealthmgt.com

Greg Beaulieu is a Partner at Beaulieu Wealth Management. He joined Beaulieu Wealth Management after five years in the finance roles in the healthcare medical research industry and brings a unique perspective to the team...

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Meet Our Client Operations Team

Julie A. Beaulieu

Client Operations Manager

401-691-4173

401-739-9129

juliebeaulieu@bwealthmgt.com

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...

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Gaye Mitchell

Client Operations/ Administrative Assistant

401-691-4130

401-739-9129

gmitchell@bwealthmgt.com

Gaye Mitchell has been with Chris Beaulieu since 2015. Gaye is the bright burst of sunshine that greets Chris' clients daily. Gaye is a dedicated member of the team and has a vast knowledge of operational experience. Her role as Client...

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Diana M. Spinard

Client Operations/ Administrative Assistant

401-691-4178

401-739-9129

dspinard@bwealthmgt.com

Diana Spinard, a graduate of the Katherine Gibbs School with 18 years of corporate administrative experience, joined Beaulieu Wealth Management in 2019.  Diana currently supports Jim and Greg Beaulieu in every aspect of their practice... 

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