James J. Beaulieu, JD

Beaulieu Wealth Management

Biography

Jim Beaulieu leverages his background in accounting, law and taxation for clients with more complex needs. Working with attorneys and accountants, his goal is to ensure clients receive the best care in all aspects of their planning. 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.  Beaulieu is an active member of the Rhode Island Bar Association. He resides in Warwick, Rhode Island with his wife and has three grown children, including two CPAs and a Financial Advisor.

Focus

  • Retirement Strategies
  • Investments & Asset Allocation
  • College Savings Plans
  • Business Strategies
  • Estate Planning Strategies
  • Life Insurance
  • Long Term Care Insurance

Accomplishments

  • Member of MDRT (Million Dollar Round Table),  a premier industry association of financial professionals worldwide.
  • Qualified for the ACE Award, one of the highest honors that Signator bestows on financial professionals within the national network. ACE stands for “Achieving Client Excellence”

* The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc.  and the John Hancock family of companies.  The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products.  No other factors are considered.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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.

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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