John B. Steiger
John Steiger, President and Owner of Wealth Planning Resources, LLC, has been advising business owners in the remodeling, home building, design industry for over 25 years.
Having grown up in family owned business, John has personal knowledge of the challenges business owners face when transitioning a company to the next generation. After graduating from the University of Vermont, he started at Fidelity Investments working with large corporations as a money market trader. He developed the desire to lead and have an impact on the financial lives of closely held businesses.
In 1993, he started Wealth Planning Resources, LLC focusing on succession and transition planning, estate and financial planning, and corporate retirement plans. He has worked with dozens of businesses through successful transitions and has conducted workshops on succession planning strategies to numerous local builder associations. He has served on the board of directors for the Builders and Remodelers Association of Greater Boston and the Home Builders Association of Massachusetts.
John’s professional designations include Certified Financial Planner®, Accredited Estate Planner, Accredited Investment Fiduciary®, and Chartered Financial Consultant. He also has had extensive training as a Certified Family Business Specialist through the American College.
John and his team at WPR, LLC focus on well thought out plans while keeping their clients informed and up to date with their progress. He works closely with his clients’ team of advisors to bring collective knowledge to solve their issues. Known for his unwavering dedication to his clients’ success, John’s clients value his ability to see the big picture and guide them to the goal, without losing the details.
John B. Steiger is a financial advisor located at 460 Totten Pond Rd Waltham MA. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Wealth Planning Resources, LLC
460 Totten Pond Rd, Suite 600
Waltham, MA 02451