Carol Nulman is a Managing Director and Principal of Robertson Stephens Rhode Island office. Carol has more than twenty-five years of experience in the financial service industry. Her career began at Lehman Brothers Kuhn Loeb where she cultivated a strong client base of high-net-worth individuals and institutional clients. She further expanded these relationships at Wertheim Schroder. Following Wertheim's merger into what became Salomon Smith Barney, Carol remained with the firm until April 2009. From 2009 to 2015 Carol served as the Managing Director-Investments for The Nulman Group at Oppenheimer.

At Balanced Wealth Management in East Greenwich, Rhode Island, our certified financial advisors effectively create and maintain wealth for our clients through long-term, practical asset management. Our financial consultants know that an efficient financial plan, and smart, professional wealth management, is the foundation for financial success that lasts. Our main goal at Balance Wealth Management is to provide the very best wealth management services, through building client relationships based on trust, trusted professional advice, effective communication and prompt personal service. From your first meeting with us in East Greenwich, RI, and onward, our knowledgeable CFPs will utilize current technology and extensive questionnaires to identify your goals, and then decide on a plan to reach those goals. Using a detailed, yet simplified financial plan, our financial advisors will confidently aid you in managing your savings, assets, investments, 401Ks, and more. Our financial planners look forward to working together with you to manage personal wealth and assets, plan for retirement, and help with whatever else the future in Rhode Island holds.

We are a financial advisory firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. Our advisors can help their clients make investments into the market based on a clients' goals. We will walk you through a step-by-step process that will help make you feel more confident in your decisions.

Who We Serve •Individuals & Families •Family Offices •Planned Giving Programs •Endowments & Foundations •Professionals & Institutions Our Services •Investment Management •Wealth & Estate Planning •Private Banking •Asset Servicing & Information Management