SFP Wealth

Directions Website

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 interests 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.

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for plannin...
10/26/2026

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for planning. Whether you’re considering charitable giving, retirement savings, or other investment decisions, now may be a good opportunity to review your options and coordinate with your tax professional. Let’s connect.

Three things for an employee to look at if your ESOP company is sold:1️⃣ What does this mean for you financially? It’s i...
10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

Many business owners spend years building value without knowing what their business may be worth today. Understanding th...
10/19/2026

Many business owners spend years building value without knowing what their business
may be worth today. Understanding the value of your business can help support growth, succession, and long-term planning decisions. Let’s start the conversation.

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-ter...
10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

Protect your business and shape your future. I can help.
09/28/2026

Protect your business and shape your future. I can help.

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intent...
09/14/2026

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intentionality. That can include thinking
about timing, types of assets, and how giving can strategically fit into an overall
financial picture. Curious about what giving options could work for you? Let’s talk.

September is Life Insurance Awareness Month — a reminder that for business owners, life insurance can help protect more ...
09/14/2026

September is Life Insurance Awareness Month — a reminder that for business
owners, life insurance can help protect more than just loved ones. It can also play a role in supporting business continuity, succession planning, and financial stability if the unexpected happens. Let’s connect.

National 401(k) Day serves as a valuable reminder to encourage employees to take an active role in their retirement plan...
09/10/2026

National 401(k) Day serves as a valuable reminder to encourage employees to take an active role in their retirement planning. Whether increasing contributions, reviewing investment allocations, or simply checking account balances, even small steps can help participants stay on track toward a more secure financial future.

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.

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

Website

Alerts

Be the first to know and let us send you an email when SFP Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category