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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Krista C. Brennan

Client Operations / Administrative Assistant

401-691-4134

401-739-9129

kbrennan@bwealthmgt.com

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...

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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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