Wealth Planning Resources

Wealth Planning Resources is a financial advisory firm based in Waltham, Massachusetts. Founded in 1993, the company is a small business with four employees and generates annual revenue of $2.5 million. Wealth Planning Resources specializes in providing comprehensive, independent financial advice to clients in Massachusetts. They help individuals connect financial solutions to their life goals, focusing on long-term planning and achieving client aspirations. Their "connector process" involves evaluating a client's current situation, identifying opportunities, and recommending tailored solutions. The company prides itself on delivering consistent, high-touch service and acting as a trusted advisor. They emphasize ongoing communication and support, helping clients stay informed, organized, and on track to reach their goals. Wealth Planning Resources is committed to transparency and education, ensuring clients understand the intricacies of their financial plans. For inquiries or consultations, you can reach Wealth Planning Resources at their Waltham, MA office located at 460 Totten Pond Road, Suite 600. Their phone number is (781) 547-5620.