Broker Check








Our Process
The SFP Wealth Retirement Plan team was named to the NAPA Top DC Advisor Teams list in 2021.

Learn More

Our History
Andrew Cleary, Dan Cappucci, and Seth Waltz have been winners of the Five Star award since 2010. 

Learn More

Our Values
In 2019, SFP Wealth was voted as one of the best financial planners in Wellesley, MA.

Learn More

Our Resources
Forbes Magazine ranked Andrew Cleary #22 in the state of Massachusetts for 2022.

Learn More