Our Mission at SFP Wealth is to help our clients take action on the important and often-times complex financial decisions that come with success. Our dedicated team of professionals provides a coordinated and thoughtful planning experience, which is focused on leveraging our clients' most valuable resource: time.
IntegrityIn our observations and recommendations, we will always have the best interests of the client at heart.
ProfessionalismIt is our responsibility to stay current and be knowledgeable with market trends and new products.
CommunicationWe will address your concerns in a timely manner and in a way to which you can relate. We will maintain consistent client contact and conduct face-to-face meetings to review your financial objectives whenever possible.
Named 2016 FIVE STAR Wealth ManagersSM as seen in Boston Magazine
Please click on this link to learn more about the 5 Star Wealth Manager Award for excellence in service. By clicking on this link, you will be a directed to a website that is not under control of SFP Wealth.http://www.fivestarprofessional.com/2011/five_star_award.php
The 5 Star award is granted by Five Star Professional, an independent 3rd party marketing firm. This award may not represent the experience of all clients and is not indicative of future performance or success. This award stems strictly from client experiences as an insurance or securities product customer.