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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

WPR Gives Back

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. 

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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.

Foundation for MetroWest

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.

Pan-Mass Challenge