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 six in-house CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, members of the SFP Wealth team maintain leading industry credentials, including the Chartered Retirement Planning Counselor (CRPS®), Chartered Life Underwriter (CLU®), Accredited Investment Fiduciary (AIF®), Chartered Financial Analyst (CFA®), Chartered Retirement Plans Specialist (CRPS®) 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 100 plus years of experience, we give our clients total access to the resources, technology and services that few other firms can offer.