1. Waymark Wealth Financial Wellness Tip: Giving & Volunteering Your Values   

    Fall & Thanksgiving holiday season is a great time to be mindful to ‘give thanks’ and volunteer to make a difference.  Giving back in your communities and volunteering for a larger cause pays dividends by improving your outlook and well-being and building more social and community connections. Follow your passion area and your ‘values’ by volunteering or donating to causes that are me…Read More

  2. October is National Cyber Security Month – Financial wellness tips from Waymark Wealth.

    Keeping your personal and financial data safe and secure is a big topic of conversation these days.  It’s important to protect your personal data and online information just as you would your money.  Here at Waymark Wealth, we take special steps to safeguard your financial account information online and off-line.  Whether securely transmitting financial documents or viewing your Waymark Wealt…Read More

  3. Waymark Wealth Wins Reader’s Choice Awards.  Voted #1 Financial Planner in Westborough & Regional Gold in Boston Metrowest

    August 15, 2018 For Immediate Release Westborough, MA Waymark Wealth Management, an independent financial planning & services company, is proud to announce that we were Voted #1 Financial Planner in Westborough and awarded the Regional Gold in Boston Metrowest. Thank you to Waymark Wealth customers and friends in the Westborough and Metrowest Boston area for trusting us with your financial pla…Read More

  4. Waymark Wealth Retirement Planning Tip: Define Your Values

    Preparing early for retirement is critically important as fewer than 1 in 10 people will actually retire and make the transition into the life that they want at some point. Retiring and becoming financially independent has a different definition for everyone. As an individual or small business owner, you get to set a goal for what independence mean. Determining your vision of retirement is an impo…Read More

  5. Health is Wealth. Six Financial Wellness and Community Tips from Waymark Wealth

    The Waymark Wealth Management team is sharing these Health is Wealth tips to Be Well. Do GoodTM. and be healthy, engaged & build community! Take part in a charity walk and support causes! The Waymark Team sponsored and walked with  NAMI (National Alliance for the Mental Illness) Massachusetts and Metrowest Boston to increase awareness around mental health. Wear PURPLE and stay active to raise…Read More

  6. Taking Steps to Reduce the Stigma Around Mental Health

    Waymark Wealth Management Do Well. Be Good.TM is working with NAMI Massachusetts & Metrowest Boston and helping to take away the stigma around mental illness and substance addiction issues. Mental Health Facts to Know: 1 in 5 adults in America experience a mental illness 60% of adults with mental illness didn’t receive health services in the previous year? (National Institute of Mental Healt…Read More

  7. Waymark Wealth SRI Green Tips for Earth Month!

    To Celebrate Earth Month, sharing tips for Conscious Consumers from our sustainable friends and other eco business & non-profit partners! Here are 7 actions to take on Earth Day and every day to help create a greener more sustainable earth. Seven Go Green Steps – Take Action!    Green your Power Choice – Have a Home Energy Audit, GO Solar! Drive Green – a fuel-efficient car, Hybrid or …Read More

  8. Carbonfree® Partner Waymark Wealth Management

    by Waymark Team | Jun 17, 2015 | Blog | A good wealth management firm helps its clients get their financial house in order – a great one makes sure its own house is in order, and is accountable to clients and to operational sustainability as well. New Carbonfree® Business Partner Waymark Wealth Management, located in Westborough, MA, does just this. The firm made the commitment to neutralize it…Read More