What departments does Wealth Planning Resources, LLC have?

Wealth Planning Resources, LLC has employees across 2 departments including Finance, Marketing.

What is the largest department at Wealth Planning Resources, LLC?

The largest department at Wealth Planning Resources, LLC is Finance with 3 employees.

Where are Wealth Planning Resources, LLC employees located globally?

Wealth Planning Resources, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Wealth Planning Resources, LLC's team size changed over time?

Wealth Planning Resources, LLC's team has decreased from approximately 7 to 5 employees based on available data.

Wealth Planning Resources, LLC Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

“Providing Comprehensive Independent Financial Advice”

Since 1993, we have connected financial solutions to our clients’ life goals. We are guided by these principles:

	We honor and value our clients’ trust.
	We prioritize goals, needs, and desires. 
	We deliver consistent and high-touch service.  

As our clients’ trusted advisor our mission is to stay focused on long term goals.  Through our connector process we evaluate your current situation, identify opportunities, and recommend solutions. Most importantly, we are committed to showing up every year to keep the plan on track.  Our busy clients have confidence in us to keep them informed, organized, and on track to help reach their goals.

Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org/https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations.
Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html 
Wealth Planning Resources, LLC. is located at 303 Wyman Street, Suite 275 Waltham, MA 02451.  (781) 547-5620.

Find Wealth Planning Resources, LLC employees' phone numbers or email addresses

Wealth Planning Resources, LLC Global Highlights

North America
13

United States Of America
13

Wealth Planning Resources, LLC's Leadership

J. S.
Managing Partner
Mobile Phone
Email
J. M.
Owner And Facilitator
Mobile Phone
Email
J. S.
Managing Partner
Mobile Phone
Email
M. R.
Relationship Manager
Mobile Phone
Email
W. B. C.
Financial Advisor
Mobile Phone
Email
E. Z.
Marketing And Client Communications Associate
Mobile Phone
Email
M. S.
Certified Financial Planner™
Mobile Phone
Email
W. B.
Financial Advisor
Mobile Phone
Email

Wealth Planning Resources, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Wealth Planning Resources, LLC

Name

Title

Contact Info

Location

Last Update

J. S.
Managing Partner
Mobile Phone
Email
United StatesMassachusetts
Jul 31, 2024
J. M.
Owner And Facilitator
Mobile Phone
Email
Oct 22, 2024
J. S.
Managing Partner
Mobile Phone
Email
Oct 23, 2024
M. R.
Relationship Manager
Mobile Phone
Email
United StatesMassachusetts
Feb 09, 2026
W. B. C.
Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Feb 09, 2026
E. Z.
Marketing And Client Communications Associate
Mobile Phone
Email
Mar 23, 2026
M. S.
Certified Financial Planner™
Mobile Phone
Email
United StatesMassachusetts
Feb 09, 2026
W. B.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
M. R.
Mobile Phone
Email
UNITED STATES
Mar 09, 2023

Frequently Asked Questions

What is Wealth Planning Resources, LLC known for?

Wealth Planning Resources, LLC was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 303 Wyman Street Suite 275 Waltham, Massachusetts United States; you can contact the main corporate office by phone at

+1-781-547-****

. Explore Wealth Planning Resources, LLC's company overview page for more information.

What is Wealth Planning Resources, LLC's most common email format?

Wealth Planning Resources, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Planning Resources, LLC email formats with LeadIQ.

How many employees does Wealth Planning Resources, LLC have currently?

Wealth Planning Resources, LLC has approximately 7 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Wealth Planning Resources, LLC's key employees and leadership?

As of April 2026, Wealth Planning Resources, LLC's key employees include:

Managing Partner: J. S.
Owner And Facilitator: J. M.
Managing Partner: J. S.
Relationship Manager: M. R.
Financial Advisor: W. B. C.

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