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 

Finance

Investment Management

Consumer Services

SFP Wealth

Dan Cappucci

Andrew Cleary

Leslie Rollins

John Farrelly

Dan Mcdonnell

Seth Waltz

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

Financial Services

Leadership Team

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Retirement Plans Team

About

Team members

Other teams at SFP Wealth

Financial Services

Leadership Team

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Retirement Plans Team

About

Team members

Other teams at SFP Wealth

Financial Services

Leadership Team

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