SFP Wealth

(on william street)
Financial and Investment Services in Wellesley, MA
Financial and Investment Services
Financial Services

Location

100 William Street
Wellesley, MA
02481

About

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.

Photos

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Services

  • Financial Planning
  • Investment Management
  • Protection Planning
  • Estate Preservation & Transfer

Latest

Afternoon walk through Cutler Park Reservation!
It was great seeing the team back in person again!
This past week, Amy Fradkin participated in her 17th Pan-Mass Challenge!! Although this year was quite different due to COVID-19, Amy's team (Team 3G) is looking to raise over 1/4 million in funds! 100% of every dollar raised goes directly to the Dana Farber Cancer Institute's (DCFI) Lowe Center for Thoracic Oncology. Click the following link to learn more about Team 3G's mission and why they ride: http://profile.pmc.org/TT0240
BOSTON.COM Watch: Massachusetts Gov. Charlie Baker’s coronavirus update Monday, July 27
Congratulations are in order! Andrew Cleary was featured on Five Star Wealth Manager's 40 Under 40 list in Fortune Magazine! This is Andrew's eighth consecutive year winning the Five Star Wealth Manager Award, and his first distinction on the 40 Under 40 list. Click here to see Andrew's feature in Fortune Magazine: https://www.fivestarprofessional.com/ereprints/282423
During Breast Cancer Awareness Month make sure to honor those affected by wearing pink!
Halloween may be a little different this year but, as always, have fun and stay safe!
Please join us in celebrating Amy Fradkin's 10th Work Anniversary! Amy has been an essential part of SFP Wealth's journey and success and we are incredibly grateful for her dedication and passion throughout the years.
Happy New Year from all your friends at SFP Wealth!
SFP Wealth is pleased to announce that Jack Colton has joined the Retirement Plan team as a Client Relationship Manager! Jack is responsible for developing long-term relationships with our corporate clients by managing the day-to-day operations and servicing of his plans. He works to ensure that fiduciary standards are met and offers the best plan solutions available to meet his clients' needs. Jack holds a bachelor’s degree in Government from Harvard University, where he also played baseball.
The SFP Wealth team is so very grateful to all our clients, associates and friends, and we appreciate the opportunity we've been given to work with you all. This has been a very challenging year for many, and despite the new working conditions created by the pandemic, we feel we've been able to deepen, enrich and further support our relationships. Considering the challenging times caused by COVID-19, we have decided to honor and recognize our clients by generously donating to the "Feeding America COVID-19 Response Fund". The funds raised by Feeding America go directly to programs serving our neighbors in need, such as disaster relief programs and food pantries. To learn more about Feeding America, please visit the following link: https://www.feedingamerica.org/ We wish everyone the happiest holiday season!

Information

Company name
SFP Wealth
Category
Financial and Investment Services

FAQs

  • What is the phone number for SFP Wealth in Wellesley MA?
    You can reach them at: 781-239-2000. It’s best to call SFP Wealth during business hours.
  • What is the address for SFP Wealth on william street in Wellesley?
    SFP Wealth is located at this address: 100 William Street Wellesley, MA 02481.