935 Jefferson Blvd,
Financial Advisor, Partner
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...
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...
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...
Client Operations Manager
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...
Client Operations / Administrative Assistant
Krista started working with Chris Beaulieu in March 2021. Krista is a dedicated member of the team and safeguards the smooth operation of the business. Her role...
Client Operations/ Administrative Assistant
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...