SFP Wealth

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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.

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.

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.

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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