Gregory J. Beaulieu

Beaulieu Wealth Management

Biography

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.

Focus

  • 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

121-20140605-188850

100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

About Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067