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 11/30/23, the total dollar value of defined contribution plan assets on which the advisor team, through MML Investors Services, LLC (MMLIS), provides advice to plan sponsors for a fee was $1,214,073,903.18. 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 12/31/23 our firm’s total Assets Under Management (AUM) were $814,354,320.46. 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 12/31/23 our firm’s total Assets Under Administration (AUA) were $591,513,894.36. 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.