James J. Beaulieu, JD, MST, AIF®
Financial Advisor, Partner
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 the clients of Beaulieu Wealth Management in Financial Advising with an emphasis on the complex and manages the practice's relationships with attorneys and accountants insuring our clients receive the best care in all aspects of their planning.
Jim has deep relationships in the Rhode Island business community and has been a part-time instructor in accounting and taxation at the University of Rhode Island. He prides himself on forging stronger ties between the academic and business/law communities.
He is a graduate of the University of Rhode Island with a B.S. in Accounting, received his Juris Doctor from Suffolk University Law School and earned his Masters in Taxation from Bryant University. Jim is an active member of the Rhode Island Bar Association. Jim currently holds the Accredited Investment Fiduciary designation (AIF®).
Jim resides in Warwick, RI with his wife and has three grown children, including two CPAs and a Financial Advisor.