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.

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.Many families are starting conv...
08/17/2026

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.
Many families are starting conversations earlier, thinking about how their values, priorities, and goals carry forward across generations. In many cases, the process can be just as meaningful as the outcome.

Let’s chat about how I can work alongside you on your estate planning goals.

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your busines...
08/10/2026

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your business and your life. A periodic review can help ensure your plan reflects where life and business are today — not years ago.

Let’s review your options.

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.

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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