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Our Approach

SFP Wealth specializes in total integration. We believe that successful investors deserve comprehensive strategies that align every area of their financial life. By uniting the goals you hope to achieve with your team of advisers, we empower you to focus on accomplishing the things you value most.

Above all, we are driven to maximize the potential of your wealth. Our advisers dedicate their experience across a wide range of disciplines to simplify the complexities of the financial world. From individual investors and families to entrepreneurs and executives, we partner with clients who value a team-driven approach to enhancing your financial wellness.

Our time-honored process is tailored to your situation and designed to grow and protect your wealth through all stages of life. At SFP Wealth, we strive to have each client know our advisers, and our advisers know each client. This foundation of personalization provides unrivaled perspective, objectivity and collaboration as we collectively pursue your financial success.

Awards and Recognition

FIVE STAR Professional Manager Award Winners Since 2011

Recipients Include: Andrew C. Cleary, CFP®, AIF®, CLU® - Partner, SFP Wealth

                                    Daniel J. Cappucci, CFP®, AIF® - Partner, SFP Wealth

                                    Thomas A. Cappucci, CFP® - Partner, SFP Wealth 

                                    Seth R. Waltz, CRPC® - Principal-Financial Associate, SFP Wealth

    

The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including retention rates, client assets administered, firm review and favorable regulatory and complaint history. 


Financial Times Top Financial Advisers Award Since 2016

Recipients Include: Andrew C. Cleary, CFP®, AIF®, CLU® - Partner, SFP Wealth

                                    

*For the award description please visit: https://aboutus.ft.com/en-gb/announcements/financial-times-reveal-the-top-401-retirement-advisers-of-2016. This award should not be construed by the public as a guarantee that they will experience a certain level of results if the Registered Investment Advisor Representative is engaged (or continues to be engaged) in providing investment advisory services. Nor should it be construed as a current or past endorsement of the Registered Investment Advisor Representative by an of its clients.