Wishing you and your loved ones a bright and joyful holiday season!
SFP Wealth
Financial Services
Wellesley, MA 2,081 followers
Providing a holistic financial experience focused on your goals and ambitions.
About us
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
- Website
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https://www.sfpwealth.com/
External link for SFP Wealth
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Wellesley, MA
- Type
- Partnership
- Founded
- 2005
- Specialties
- Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Accredited Investment Fiduciary (AIF®), Chartered Retirement Planning Counselor (CRPC®), Chartered Retirement Plans Specialist (CRPS®), and Chartered Plan Fiduciary Advisor (CPFA®)
Locations
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Primary
Get directions
100 William Street
Suite 300
Wellesley, MA 02481, US
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Get directions
1 Marina Park Drive
16th Floor
Boston, MA 02210, US
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Get directions
301 Edgewater Pl
#200
Wakefield, MA 01880, US
Employees at SFP Wealth
Updates
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This week, we attended Baystate's Annual 4th Quarter Agency Meeting, which focused on mindset, mechanics, and motivation for workplace success. It was great to reconnect in person with the incredible people who help us support our clients. Thank you to Baystate Financial for hosting!
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Proud to see our very own Andrew Cleary, CFP®, CLU®, AIF® representing SFP Wealth at Fidelity Investments’ National Sales Conference! Andrew’s insights on industry evolution and client-first strategies continue to inspire.
We’re incredibly proud of Andrew Cleary, CFP®, CLU®, AIF® for speaking at Fidelity Investments’ National Sales Conference this week at the Omni Boston Hotel at the Seaport! Andrew joined a panel of industry leaders to discuss the evolving financial landscape and how we’re meeting today’s client needs and expectations. With 400 Fidelity Sales and Relationship Managers in attendance, Andrew discussed the key role partnerships play in helping us deliver the best experience for clients. Congratulations, Andrew, on representing our firm on this national stage!
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With the holidays in full swing, we know things can get hectic. That’s why we’re sharing a few quick tips to help you wrap up your 2024 finances and set yourself up for a successful 2025. View our latest newsletter for more: https://lnkd.in/em23ecPK CRN202712-7667303
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One of our core values at SFP Wealth is team collaboration, and spending time in our community is one of our favorite ways to put this into action. This #GivingTuesday, we want to highlight a few of the charities we support. To learn more about their impact, visit their pages below: Community Servings Boston Children's Hospital Pan-Mass Challenge
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Dan McDonnell CRPS®, our Director of Retirement Plans, has a special message from the SFP Wealth team. #Thanksgiving #Gratitude
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This week Joe Montana joined WCVB Channel 5's Helping Veterans Heal televent to support Home Base, a nonprofit aiding veterans and their families. We're grateful for Joe's service, all veterans, and Home Base's vital work. Joe may be done taking calls, but you can still support Home Base at wcvb.com/homebase.
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Did you miss our October 31st webinar? Next week, Brian Levitt of Invesco US will provide another analysis of post-election market impacts. See details below:
In just over one week, we will be joined by Brian Levitt of Invesco US for a debrief on the election results and what they mean for the markets. Save your spot for our November 20th webinar at https://lnkd.in/eTTjKap2
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We’re thrilled to introduce Faran Alizadehasil, the newest member of SFP Wealth’s Client Operations team! Faran joined us in July, and we look forward to watching him continue to grow in his new role. Learn more about Faran here: https://lnkd.in/ejRqfYmJ
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