SFP Wealth

100 William Street Suite 300
Wellesley MA 02481

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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 PLANNER™ (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.