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...
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.
The team excitedly welcomes a new staff member.
Baystate Financial purchases Strategic Financial Partners.
After many years in Waltham, the team now calls Wellesley, MA home.
Andrew, Dan, and Tom officially rebrand and form SFP Wealth, LLC.
SFP Wealth hires our first dedicated relationship manager to oversee and expand our rapidly growing retirement plan business for clients.
From spinning the birthday wheel to pickleball and F1 racing, there has never been a shortage of laughs and fun for this crew.
The SFP Wealth advisory team continues to grow and our small but mighty team is no longer so small!
From scribbles in a notebook to hiring a dedicated employee to help launch the new pooled employer plan, the RMS EasyPlan is born.
While we're incredibly proud of what we've accomplished thus far, we know this is just the beginning.
*As of 6/30/2023 our firm’s total Assets Under Management (AUM) were $2,395,962,384. This reflects the market value of all investments our advisors manage through MML Investors Services, LLC managed account programs and includes the total dollar value of defined contribution plan assets on which the advisor team provides guidance and receives a fee. Defined contribution plan assets are generally held away at 3rd party plan providers. 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.