SFP Wealth was established in 2005 as a merger of two multi-generational practices - joining together two fathers and two sons, and almost a century of collective experience. Sharing a singular vision, they quickly established a comprehensive financial planning practice with a focus on delivering a planning-oriented experience for all clients.
Growth has been a constant at SFP Wealth, both in terms of team members, advisors, and services. The practice now includes two Partners, Daniel Cappucci, CFP® and Andrew Cleary, CFP®; three Principals: Seth Waltz, CRPC®, James Wolfson, CFP® and John Farrelly, CFP®; and Partner Emeritus, Thomas Cappucci, CFP®. Each Partner and Principal has their own unique strengths and experiences, and all are focused specifically on working directly with their clients every day. SFP Wealth has grown into a firm advising over a billion dollars in assets, but our personal and customized approach has never changed. We further leverage strategic alliances with tax and legal specialists, and our affiliation with Baystate Financial, to enhance the client experience.
SFP Wealth’s success has been fueled by a team of over twenty financial professionals, with in-house support across a wide variety of disciplines. Many of our associates maintain leading industry credentials including the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Chartered Financial Analyst (CFA®), Accredited Investment Fiduciary (AIF®), Chartered Life Underwriter (CLU®), and the Chartered Retirement Plan Specialist (CRPS®) designation. Most team members hold Series 6, 7, 63, 65 and Life and Health licensing. Our team resources include portfolio management, client service, operations, and marketing. Paired with Baystate Financial, we afford our clients the expertise, technology, and service that few firms can deliver.
Our firm is passionate about providing a holistic financial experience that focuses on your goals and ambitions. Our team and resources allow us to deliver without compromise.