SFP Wealth specializes in total integration. We believe that clients deserve comprehensive strategies that align every area of their financial picture. By uniting the goals you hope to achieve with a dedicated team of financial professionals, we will empower you to focus on accomplishing the things you value most.

We are driven to help clients achieve success. Our financial professionals dedicate their experience across a wide range of disciplines to help simplify the complexities of the financial world. From individual investors and families to executives and small-to-midsize businesses, we work with clients who value a team-driven approach to enhancing financial wellness.

Our time-honored process is tailored to our clients situation - no two clients are the same, and no two clients are treated alike. At SFP Wealth, we strive to have each client know our financial professionals, and our financial professionals know each client. This foundation provides unrivaled perspective, objectivity and collaboration as we collectively pursue your financial success.

Disclosure: Securities and investment advisory services through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor, Boston, MA 02210. 617-585-4500. CRN202612-5396892
Licenses: https://www.sfpwealth.com/licenses-page 

Consumer Services

Finance

Investment Management

SFP Wealth

SFP Wealth's headquarters in Wellesley, United States

Dan Cappucci

Seth Waltz

John Farrelly

Dan Mcdonnell

Raymond Pedrick

Jim Wolfson

The Retirement Plans Team at SFP Wealth focuses on developing, managing, and optimizing retirement plans for individuals, families, executives, and small-to-midsize businesses. They tailor comprehensive retirement strategies to align with each client's unique financial goals and circumstances. This team ensures long-term financial security by offering personalized advice, dedicated relationship management, and continuous plan monitoring and adjustments.

Retirement Plans Team

The Financial Services team at SFP Wealth is dedicated to delivering integrated financial strategies tailored to each client's unique situation. Composed of Financial Associates, Senior Financial Associates, Financial Advisors, Portfolio Managers, and Wealth Advisors, this team collaborates to provide comprehensive financial planning, investment management, and wealth advisory services. Their goal is to simplify the complexities of the financial world, empowering clients—from individual investors and families to executives and small-to-midsize businesses—to achieve their financial goals and focus on what they value most.

Financial Services

The Leadership Team at SFP Wealth is responsible for setting the strategic vision and guiding the company's comprehensive financial integration services. This team ensures that all departments align with the core mission of empowering clients to achieve financial success through personalized, team-driven approaches. By fostering collaboration and maintaining high standards of objectivity, the Leadership Team plays a crucial role in delivering unparalleled financial strategies tailored to each client's unique circumstances.

SFP Wealth

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Teams

Retirement Plans Team

Financial Services

Leadership Team

Offices

SFP Wealth

Org chart

Teams

Retirement Plans Team

Financial Services

Leadership Team

Offices

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