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Our Process

On October 20, 2018, members of the SFP Wealth team joined the movement by participating in the Boston Walk to Defeat ALS.  


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Our History

In December 2020, SFP Wealth decided to honor and recognize our clients by generously donating to the "Feeding America COVID-19 Response Fund". 


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Our Values

Ryan Curley has participated in the Susan G. Komen walk to help end breast cancer. It consists of a 60-mile walk over the course of three days.


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Our Values

Amy Fradkin has participated in the Rise To End ALZ since 2021. Inspired by science and driven by a determination to end this disease, participants raise funds and awareness to advance research toward the first survivor of Alzheimer's.


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Our Process

The Jimmy Fund Scooper Bowl is the nation's largest all-you-can-eat ice cream festival. Since its inception in 1983, it has raised more than $7.1 million to support cancer care and research at Dana-Farber Cancer Institute.


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Our History

Amy Fradkin has been riding in the Pan-Mass Challenge since 2004. Matt Kiley and Nick Safina volunteered in 2021 in support of Amy's team. The PMC raises more money than any other single athletic fundraiser in the country.


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Our Process

Amy Fradkin has been participating in the Boston Brain Tumor Ride since 2010. This ride offers individuals and teams a chance to honor and remember loved ones and connect with others interested in the brain tumor cause.


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Our History

In 2021, Amy Fradkin participated in "Beyond the Bike" ride that honors all of the victims and rescuers who lost their lives on September 11, 2001. This ride starts at the site of Ground Zero, goes through CT, and eventually ends in Boston.


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Our Values

In June 2022, SFP Wealth volunteered at the Community Servings in Jamaica Plain, MA. Community Servings is a regional program serving nutritionally tailored meals and providing education to thousands of people per year across MA.


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Our Process

Through corporate sponsorship and charity events, SFP Wealth members have done walks, rides, and various other events. As of 2021, Dana-Farber is ranked the #3 cancer hospital in the world.


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Our History

SFP Wealth team members support various foundations at this hospital. Currently ranked as the #5 best hospital in the United States, MGH is the largest teaching hospital of Harvard Medical School.


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Our Values

In 2014, SFP Wealth volunteered to build a brand new playground at Stone Zoo in Stoneham, MA. The design was based off of elements from drawings created by children in the Stoneham community.


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Our Process

During the COVID pandemic, Jim Griglun offered financial coaching and advice through the StreetCred program which offers individuals with financial coaching to help meet their goals.


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Our History

Jeff West has participated in The Corey C. Griffin NHL Alumni Pro-Am. This program has raised more than $3 million to benefit Boston Children's Hospital pediatric head trauma unit.


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Our Values

Emily Simcoke was a member of The Junior League of Boston for three years. An organization of women committed to promoting voluntarism and developing the potential of women.


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Our Process

Erika Esposito has been volunteering at the North Reading Food Pantry since 2010. The Food Pantry has been in operation since 1996 and serves more than 100 local families on a regular basis.


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Our History

Erika Esposito's sorority supported this non-profit organization that provides opportunities for children and their families to experience the life-changing impact of reading.


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Our Values

In high school, Erika Esposito was an event representative for the American Cancer Society and helped organize an annual fundraising event at the North Reading High School track to raise funds.


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Our Process

For the past five years, Joel Culkins and his family have been helping fundraise for Team Soul Train. The Challenge Walk MS fuels cutting-edge research and delivers critical services to help the MS community live their best lives.


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Our History

Leslie Rollins has been volunteering at the Nine Lives of North Shelter for the past ten years. They are an all-volunteer, non-profit, no-kill feline rescue shelter and all donations made are 100% tax deductible.


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Our Values

Ray Pedrick, Nick Safina, and Joel Culkin's fraternity, Delta Chi, has been raising money for the V Foundation since 2006. For every $200,000 Delta Chi members raise, a grant to fund research is issued in the name of the Fraternity.


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Our Process

Emily Simcoke, Amy Fradkin, and Raymond Pedrick volunteered for the non-profit organization Read to a Child, which promotes and inspires a love for reading while improving literacy skills for children.


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Our History

Seth Waltz is currently the president of the Hawkeye Campership Fund (HCF) and has been a member of the board since 2017. The HCF is dedicated to providing financial assistance for their campers.


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Our Values

Seth Waltz has been volunteering at Camp Hawkeye since 2017. Camp Hawkeye includes campers and staff from a variety of social, ethnic, economic, religious, and geographic backgrounds.


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Our Process

Leslie Rollins volunteers at the Lilly Lights The Way - Childhood Cancer Foundation. This foundation provides emotional and financial assistance to allow families to focus on spending precious, quality time with their child.


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Our History

In college, Matt Kiley volunteered for the Best Buddies program. This is the world's largest organization dedicated to ending the social, physical and economic isolation of the 200 million people with intellectual and developmental disabilities (IDD).


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