Beaulieu Wealth Management Information

A Wealth Management practice centered on 4 Cornerstones Clients: We have built our practice around your needs first. We spend time with you and get to really know you before we develop a plan together. Credibility: We believe we are accountable to you at all times. We embrace this responsibility and exercise prudent judgment in managing and preserving your wealth. Care: We know that it is important for you to reach us when you need to. We provide a multi-disciplinary approach to all your wealth preservation, income and investment decisions. Commitment: We are committed to being there for you on your time with insight, support and service. We are committed to you for the long-term. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. OSJ – Independence Financial Partners 401-732-4800