Helping Individuals and Companies Achieve their Goals through:

  • Comprehensive Financial Plans

  • Company Retirement Plans

  • Business Transition Strategies

Independent Advice Simplified.

Ready to Get Started?

Not sure where to start, select a service area below to learn how we can help you! 

Corporate Retirement Planning

When you partner with Wealth Planning Resources, you'll get personalized consulting from a retirement plan specialist who is committed to designing a plan that meets your objectives and helps your employees reach their goals.

Business Owners

Let us show you how to protect the investment you have made in your business, attract and retain good employees and get the greatest personal benefit from your business.

Personal Planning

We will help you every step of the way to build a financial plan that is right for you. From setting objectives, establishing goals, and exploring strategic options to help you prioritize your financial future.

Planning for Life Stages

Want to better understand where you are on your financial planning journey?


Plan Your

Financial Foundation

We can work with you to build a solid foundational plan, as well as provide resources to be smart with your money at all stages of life.

Meet Our Experienced Team


Schedule an Appointment With Us.

Have a question, or would like to schedule an appointment to discuss your financial plans. Send us a message and we'll get back to you as soon as we can!

Business Owners: 

Take a Free 15 Minute Questionnaire to see how well prepared you are as a company for transition. 


Contact Us


This communication strictly intended for individuals residing in the states of CA, CT, DC, FL, IL, IN, MA, MD, ME, NC, NH, NJ, NY, RI, SC, TX, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRASIPC, a Registered Investment Advisor.

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Wealth Planning Resources

Main Office

460 Totten Pond Road 

Suite 600

Waltham, MA 02451

Call us: 781.547.5620

Duxbury Office

289 St. George Street

Suite 208

Duxbury, MA 02332