Gregory J. Beaulieu
Beaulieu Wealth Management
935 Jefferson Blvd.
Warwick, RI 02886
Greg Beaulieu is a Partner at Beaulieu Wealth Management, an affiliate of Independence Financial Partners. He joined Beaulieu Wealth Management after six years in finance in the healthcare industry. Beaulieu graduated from Merrimack College with a BS in Finance and was a Virginia O’Neal scholar in the Girard School of Business. When not working with his clients on wealth accumulation strategies you can find him on the golf course or boating on Narragansett Bay.
- Wealth Accumulation Strategies
- Retirement Income Strategies
- Insurance-Based Protection Strategies
Charitable and Civic Organizations
- Board of Directors of Habitat for Humanity in West Bay, Rhode Island