SFP Wealth

SFP Wealth Providing a holistic financial experience focused on your goals and ambitions. Member SIPC (www.sipc.org).

Our Mission at SFP Wealth is to help our clients take action on the important and often-times complex financial decisions that come with success. Our dedicated team of professionals provides a coordinated and thoughtful planning experience, which is focused on leveraging our clients' most valuable resource: time. Integrity
In our observations and recommendations, we will always have the best inter

ests of the client at heart. Professionalism
It is our responsibility to stay current and be knowledgeable with market trends and new products. Communication
We will address your concerns in a timely manner and in a way to which you can relate. We will maintain consistent client contact and conduct face-to-face meetings to review your financial objectives whenever possible. We are licensed to sell securities in: CA, CO CT, DC, FL, GA, IL, ME, MD, MA, MI, MN, NH, NJ, NM, NY, NC, OR, PA, RI, SC, VT, VA. I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services, LLC. SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC. OSJ: 1 Marina Park Drive, 16th Floor, Boston, MA 02210. 617-585-4500.

Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.Even a hig...
07/20/2026

Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.

Even a high‑level plan can help reduce dependency, protect what you’ve built, and make future transitions smoother. Let’s start the conversation.

SFP Wealth had an incredible time competing in this year's Corporate Cup, supporting Boston Children’s Hospital, and pro...
07/15/2026

SFP Wealth had an incredible time competing in this year's Corporate Cup, supporting Boston Children’s Hospital, and proving once again that teamwork extends well beyond the office.
Thank you to everyone who participated and helped make the day such a success.

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize...
07/13/2026

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize diversification across regions—recognizing different markets don’t always move in sync. Let’s work together to see if it may be
worth considering whether global exposure fits into your broader plan.

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest ...
07/06/2026

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest of the year. Let’s connect.

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to you...
06/23/2026

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to your employees will change based on your headcount. I can help you understand your options. Let's talk.

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
06/16/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

06/16/2026

We were honored to have our Culture Committee represent SFP Wealth at the Boston Business Journal’s Best Places to Work "Denim and Disco" reception, where we were recognized as the #6 Best Place to Work in Massachusetts.

This recognition means so much because it reflects the voices of our team. It’s a testament to the environment we’ve built together rooted in trust, collaboration, and a shared commitment to doing meaningful work.

Grateful for the people who make SFP what it is every day and energized for what’s ahead.

This Memorial Day, we pause to remember and honor the individuals who have served our country with courage and sacrifice...
05/22/2026

This Memorial Day, we pause to remember and honor the individuals who have served our country with courage and sacrifice.

At SFP Wealth, we’re reminded that the freedoms we enjoy, both personally and professionally, are made possible by those who have put others before themselves.

That perspective shapes how we show up every day. As a firm built on collaboration, accountability, and a shared commitment to doing right by the people we serve, we strive to approach our work with purpose and respect for one another, for our clients, and for the broader community.

Today, we reflect, remember, and express our gratitude.

We’re proud to share that SFP Wealth has been named one of the Boston Business Journal’s 2026 Best Places to Work.This r...
04/24/2026

We’re proud to share that SFP Wealth has been named one of the Boston Business Journal’s 2026 Best Places to Work.
This recognition is especially meaningful because it’s based on our team’s feedback which is a true reflection of the culture our team helps build every day.
We’re grateful for a workplace rooted in collaboration, trust, and shared purpose, and for the incredible people who make SFP Wealth a great place to grow.
Thank you to our team and to the Boston Business Journal for this honor. We’re proud of where we work and who we work alongside.

Address

100 William Street, Suite 300
Wellesley, MA
02481

Opening Hours

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

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