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Our Story

SFP Wealth was built on a foundation of friendship, ambition, and drive. In 2007, partners Daniel Cappucci and Andrew Cleary were living in Boston working alongside their fathers. Driven by the vision of creating a company where the voices of families and businesses are truly heard, Dan and Andrew quickly realized that they needed to build something better for their clients. And the rest, as they say, is history...

A Look back at SFP Wealth Over the Years...


  • 2005
    How it Began

    Dan Cappucci, Tom Cappucci, and Andrew Cleary join forces at Strategic Financial Partners (SFP) with a shared entrepreneurial vision to work as a team and build long term relationships with clients.

    Image of Dan Cappucci and Andrew Clearly
  • 2007
    Our First Employee is Hired!

    The team excitedly welcomes a new staff member.

    Image of Dan Cappucci and Andrew Clearly
  • 2010
    Growing our Network

    Baystate Financial purchases Strategic Financial Partners.

    Baystate Financial Logo
  • 2011
    Moving Day

    After many years in Waltham, the team now calls Wellesley, MA home.

    Office in Wellesley, Massachusetts
  • 2012
    Pop the Champagne!

    Andrew, Dan, and Tom officially rebrand and form SFP Wealth, LLC.

    Team picture of SFP Wealth
  • 2015
    Expanding our Retirement Services

    SFP Wealth hires our first dedicated relationship manager to oversee and expand our rapidly growing retirement plan business for clients.

    Picture of the growing SFP Wealth team
  • 2016
    The FUN Committee is Born

    From spinning the birthday wheel to pickleball and F1 racing, there has never been a shortage of laughs and fun for this crew.

    Image of the SFP Wealth FUN committee members
  • 2019
    Celebrating Growth

    The SFP Wealth advisory team continues to grow and our small but mighty team is no longer so small!

    Image of SFP Wealth team as they hit 1 billion dollars in total assets
  • 2022
    A Vision Becomes Reality

    From scribbles in a notebook to hiring a dedicated employee to help launch the new pooled employer plan, the RMS EasyPlan is born.

    SFP Wealth team member delivering a presentation
  • 2024
    Today!

    While we're incredibly proud of what we've accomplished thus far, we know this is just the beginning.

        • $2.9B in total assets*
        • $1,000+ in households
        • 200+ in total retirement plans
        • 24 team members

    Image of full SFP Wealth team holding SFP Wealth sign

*As of 02/29/24 the total dollar value of defined contribution plan assets on which the advisor team, through MML Investor Services, LLC (MMLIS), provides advice to plan sponsors for a fee was $1,447,749,982. This reflects the market value of assets in the plans which will fluctuate based on changes in market conditions, inflows and outflows, and other factors.  These assets are generally held away at third-party plan providers.

As of 3/31/24 our firm’s total Assets Under Management (AUM) were $867,597,099.59. This reflects the market value of all investments our advisors manage through MMLIS managed account programs. This value will fluctuate based on changes in market conditions, inflows and outflows of client monies, and other factors, and does not reflect the impact of fees, expenses, or taxes that may apply to the purchase, redemption, or transfer of underlying investments or accounts. MML Investors Services, LLC is a registered investment adviser.

As of 3/31/24 our firm’s total Assets Under Administration (AUA) were $636,204,869.00. This reflects the market value of non-advisory investment programs and accounts offered through our registered representatives of MMLIS, in its capacity as a broker/dealer. This also includes the annuity contract values and life insurance cash values of insurance products sold or services by insurance agents/brokers associated with our firm.  This value will fluctuate based on changes in market conditions, inflows and outflows of client monies, and other factors, and does not reflect the impact of fees, expenses, or taxes that may apply to the purchase, redemption, or transfer of underlying investments, accounts, contracts, or policies. MMLIS is a broker/dealer, Member SIPC. Annuity and Life Insurance values may be associated with various insurance carriers.