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Wealth Management Resource Group

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Braintree, MA
Wealth Management Resource Group

Wealth Management Resource Group
for full disclosures visit www.wealthmrg.com OSJ: 35 BRAINTREE HILL OFFICE PARK, SUITE 106, BRAINTREE MA, 02184, 508-686-7800.

Wealth Management Resource Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. PAS is a direct, wholly-owned subsidiary of Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your

tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 7289379.1

01/02/2026

Happy Birthday, Brian! 🎉

Your vision, leadership, and commitment to our people and our mission set the tone for everything we do. Thank you for inspiring us, pushing us forward, and building a culture we’re proud to be part of.

Wishing you a year ahead filled with continued success, great moments, and plenty to celebrate. Hope it’s a fantastic one!

12/31/2025

As we welcome 2026, we want to extend our sincere appreciation to our clients, colleagues, and community. Your trust and collaboration made this past year meaningful and full of momentum.

At Wealth Management Resource Group, we’re excited for the year ahead—new opportunities to learn, grow, and continue helping individuals and families build strong financial futures.

Wishing you a healthy, joyful, and successful New Year! ✨
Here’s to a bright 2026!

12/24/2025

Happy Birthday, Meri! 🎉

Your dedication and steady leadership make a real impact every day, and we’re grateful for all you do.

Wishing you a year filled with continued success, good health, and plenty of reasons to celebrate. Enjoy your day!

12/23/2025

Merry Christmas from all of us at Wealth Management Resource Group! 🎄✨

Wishing you a warm, safe, and bright holiday season!

12/14/2025

Wishing a bright and meaningful Hanukkah to all who celebrate!
May the Festival of Lights bring warmth, joy, and time spent with the people who matter most. ✨

From all of us at Wealth Management Resource Group, we hope this season brings peace, gratitude, and moments of reflection.

12/09/2025

We loved celebrating the festive season with our MA & RI teams at last week’s holiday gatherings. Moments like these reflect the strong relationships and culture we continue to build at NFN and Wealth Management Resource Group. Looking forward to an exciting year ahead! ✨

11/27/2025

This Thanksgiving, we’re reflecting on what matters most: people, purpose, and progress.
We’re grateful for our clients who place their trust in us, for the advisors who show up with dedication every day, and for our community that continues to uplift and inspire.

May your holiday be filled with warmth, gratitude, and time well-spent.

Happy Thanksgiving from WMRG!

11/21/2025

This week, Erik O'Leary and Phil Perry had the privilege of presenting WMRG's Principles of Personal Finance to the employees of the Town of Eastham.

Financial clarity and confidence are core to building strong communities, and we’re grateful for the opportunity to share practical strategies that help individuals feel more informed, organized, and prepared for the future.

A heartfelt thank you to the Town of Eastham for welcoming us—and a special shout out to Brian LaValley for helping bring this important session to life!

11/20/2025

At Wealth Management Resource Group, we were proud to take part in National Financial Network’s International Day—an annual tradition that celebrates the cultures, cuisines, and stories that make our broader community so unique.

This gathering is always a reminder of how much we gain by sharing who we are and where we come from. And in the spirit of thanks and giving, we were grateful to support the NFN Foundation’s initiative to raise funds for local food banks across the cities and towns where NFN offices are located.

WMRG also continued our commitment to giving back through our annual food drive benefiting the Rhode Island Community Food Bank—another meaningful way to support our neighbors during the holiday season.

11/11/2025

Today and every day, we honor the courage, sacrifice, and service of our nation’s veterans. Thank you for protecting our freedoms!

11/05/2025

Congratulations to Leo Choquette on winning re-election as City Councilor for Ward 1 in New Bedford!

Here’s to another successful term of progress, collaboration, and community impact — congratulations, Councilor Choquette!

11/02/2025

Happy Birthday Jim! We wish you a wonderful day and great year ahead!

Address

35 Braintree Hill Office Park, Suite 106
Braintree, MA
02184

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+15086867800

Website

http://Wealthmrg.com/

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