WPR Gives Back

WPR Helping Local Organizations During these Unprecedented Times

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Wealth Planning Resources has been focused on helping our local communities during these tough times.  Over the last six months, WPR has made donations to over 30 organizations that have been focused on providing food for our local families and childcare for the children of our essential workers.  As a way to thank our clients, we have chosen organizations that support the communities in which our clients reside.   Below is a list of organizations to whom we have made donations in gratitude for the services they have extended to our local communities in these unprecedented times – thank you all!

A Place to Turn, Natick       Arlington Food Pantry       Bedford Food Pantry

Dedham Food Pantry         Easton Food Pantry           Falmouth Service Center

Gig Harbor FISH                 Grafton Food Pantry          Greater Boston Food Bank

Hingham Food Pantry        Holliston Pantry Shelf         Hudson Food Pantry

Lazarus House Lawrence    Marshfield Food Pantry     Medfield Food Cupboard

Needham Food Pantry       NH  Food Bank                  NY Common Pantry

Newton Food Pantry          Plainville Food Pantry        People Helping Burlington

Rehoboth Food Pantry       RI Food Bank                      Salvation Army

St. Vincent de Paul             Sudbury Food Pantry         Waltham Girls & Boys Club

Wakefield Food Pantry       Wachusett Food Pantry     YMCA of Greater Boston

Mass General Cancer Center & Medicine Lifestyle Clinic

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The Lifestyle Medicine Clinic is part of the Mass General Cancer Center that focuses on the use of lifestyle activities, such as exercise, diet and stress management, to help patients before, during and after their cancer treatment. It provides personalized one-on-one consultations for any patient with cancer or a history of cancer who wants to improve their physical fitness, nutrition, quality of life or cancer prognosis.  Under the direction of Mass General Cancer Center oncologist Elizabeth O’Donnell, MD, the Lifestyle Medicine Clinic officially launched recently at Mass General in Boston and at its neighborhood health center in Waltham.

One of the first goals of the Clinic was to develop a series of on-line exercise videos for patients to access in their home under the direction of their physician.  We held a couple of spinning events in the spring of 2017 and with so many generous donations we raised enough funds to complete the production of the videos which are now on-line and being utilized. But there is more work to be done. The next phase is to develop a feasibility study using a 12-week exercise intervention via a 40 person trial.  This will help the Clinic further develop more focused treatment plans for patients. 

Foundation for MetroWest

John was proud to serve on the Board of Trustees for the Foundation for MetroWest for over six years. The Foundation focuses on the MetroWest area of Massachusetts – a place where we live and work.  In an area where there are significant resources, it is also in an area of need.  The Foundation serves as a resource, leader, and catalyst for philanthropy by connecting donors with nonprofits, and nonprofits with each other across the region. The Foundation is a single source of information about the needs of the community, the organizations that can most effectively meet those needs, and where charitable contributions can have the greatest impact. The Foundation provides grants in four key areas: family support, arts and culture, environment, and youth development.

Pan-Mass Challenge

John was a proud participant in the 2015 Pan-Mass Challenge charity ride and raised over $18,000 and rode over 180 miles in three days – Sturbridge to Provincetown.

The PMC raises money for life-saving cancer research and treatment at Dana-Farber Cancer Institute through an annual bike-a-thon that crosses the Commonwealth of Massachusetts. While today there are many athletic fund-raising events, the PMC channels 100% of every rider-raised dollar directly to the Jimmy Fund. Since its founding in 1980, the PMC has successfully melded support from committed cyclists, volunteers, corporate sponsors and individual contributors. All are essential to the PMC's goal and model: to attain maximum fund-raising efficiency while increasing its annual gift. PMC's hope and aspiration is to provide Dana-Farber's doctors and researchers with the necessary resources to discover cures for all cancers.

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

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460 Totten Pond Road 

Suite 600

Waltham, MA 02451

Call us: 781.547.5620

Duxbury Office

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