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Gregory J. Beaulieu, AIF®

Gregory J. Beaulieu, AIF®

Financial Advisor, Partner

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 in this era of new healthcare considerations. Greg works with many of our CT clients and spends a portion of his time in our Rocky Hill office.  

Greg has previously served on the Board of Directors of Habitat for Humanity in West Bay, RI where he helped plan and build homes for deserving families. Greg is frequently requested as a public speaker and has recently been honored as a keynote speaker at his alma mater, Bishop Hendricken High School. Greg frequently volunteers his time to educate students about financial services.

Greg graduated from Merrimack College with a BS in Finance and was a Virginia O'Neal scholar in the Girard School of Business. Greg currently holds the Accredited Investment Fiduciary designation (AIF®).

Greg Lives in Warwick, Rhode Island with his wife Taryn and their two rescue dogs. When not working with his clients on wealth accumulation strategies you can find him on the golf course or boating on Narragansett Bay.