For over 10 years, SFP Wealth has helped clients realize their most valued financial and lifetime goals. While the industry has evolved over the years, our founding principle remains unchanged: the importance of providing quality and trusted face-to-face advice. This precept has long been at the heart of our firm. With decades of combined experience, our team of professionals unites their individual expertise to form a truly dynamic collective. In addition to our four in-house CERTIFIED FINANCIAL PLANNERTM (CFP) professionals, members of the SFP Wealth team maintain leading industry credentials, including the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Financial Analyst (CFA) and Certified Long-Term Care (CLTC) designations. Our support staff includes estate and tax attorneys, investment and advanced planning specialists, operations and compliance personnel, and on-site underwriting support. Backed by our long-standing relationship with Baystate Financial and their over 100 years of experience, we give clients total access to the resources, technology and services that few other firms can deliver.
100 William Street Suite 300
Wellesley, MA 02481