Robert Auclair, CFP®
Principal & Lead Advisor
Founded the practice in 2015 after fifteen years inside national firms (Northwestern Mutual, State Street, Randall Financial). Thirty years counseling families. Co-host of Retire With Balance.
Your CounselIV
Robert Auclair, CFP®
and a small, deliberate team.
A practice held to thirty households. Built around a single principal advisor with thirty years of counsel to founders, professionals, and the families who survive them.
Your CounselVII
Robert Auclair, CFP®
principal, by appointment.
Rob is a Certified Financial Planner™ with thirty years of practice, a 1996 graduate of Providence College in accountancy, and the founder of Balanced Wealth Management. He built the firm on a single principle inherited from his father, a business professor at Providence College: plan as if the family will be reading it for fifty years.
His career began at State Street Bank as a bond accountant and continued at Northwestern Mutual, where he was named New Representative of the Year and achieved Million Dollar Round Table status. He has been featured on WNAC-64 Fox "Money Pros" for four years and on WPRO-AM 630, and currently co-hosts Retire With Balance across Fox Providence, CBS 12 (WPRI), and NBC 10 (WJAR) — the two long-running local Providence stations that carry the program.
The private practice is led by Rob personally, supported by a credentialed team that includes a CFA-charterholder finance professor, a senior practice manager with three decades in private banking operations, and Rob’s sister Susan, who has run hands-on client service inside the firm for years. It is a family practice, by design.
From the Principal
A note, in my own hand.
I built this practice because the families I most respect were tired of being assigned to whoever happened to be on rotation. So we keep it small on purpose. You will work with me — not a team that rotates around you, not an algorithm, not a 1-800 number. When you call, I answer. When something changes in your life, your plan changes the same week. That is what I owe you.
Robert Auclair, CFP®
Principal · Balanced Wealth Private
The RosterSupporting the principal advisor
Dr. Liu Wang, PhD, CFA, CAIA, CFP®
Director of Research
Finance professor at Providence College. Leads portfolio construction, asset allocation, and risk modeling for the practice. Published in leading academic journals.
Will Herbert
Financial Advisor
Joined the firm in 2025. Supports the lead advisor on plan implementation and ongoing client review.
Susan Auclair Galinelli
Account Manager — Hands-on Client Service
Rob's sister and the steady hand behind every client relationship: client records, billing, custodial paperwork, and the small details that make the experience feel personal. Twenty-five years prior in finance and research administration at Roger Williams Medical Center; an exhibiting fine artist in her off-hours.
Sue Ann Votta
Practice Manager
Three decades in private banking and wealth management operations. Owns onboarding, custodial coordination, and the client portal experience.