SFP Wealth

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

This Memorial Day, we pause to remember and honor the individuals who have served our country with courage and sacrifice.

At SFP Wealth, we’re reminded that the freedoms we enjoy, both personally and professionally, are made possible by those who have put others before themselves.

That perspective shapes how we show up every day. As a firm built on collaboration, accountability, and a shared commitment to doing right by the people we serve, we strive to approach our work with purpose and respect for one another, for our clients, and for the broader community.

Today, we reflect, remember, and express our gratitude.

We’re proud to share that SFP Wealth has been named one of the Boston Business Journal’s 2026 Best Places to Work.
This recognition is especially meaningful because it’s based on our team’s feedback which is a true reflection of the culture our team helps build every day.
We’re grateful for a workplace rooted in collaboration, trust, and shared purpose, and for the incredible people who make SFP Wealth a great place to grow.
Thank you to our team and to the Boston Business Journal for this honor. We’re proud of where we work and who we work alongside.

We’re proud to share that our Retirement Plan Team has been named one of the 2026 NAPA Top DC Advisor Teams. This recognition reflects the depth of our team’s expertise, our commitment to plan sponsors and participants, and the collaborative approach we bring to every retirement plan relationship. Most importantly, it speaks to the trust our clients place in us and the high standards our team holds itself to every day.

Thank you to NAPA and the American Retirement Association for this honor and congratulations to our incredible Retirement Plan Team on this well‑deserved recognition.



2026 Top DC Advisor Teams, published on 03/24/2026 by the National Association of Plan Advisors (NAPA), is issued to teams defined as being at a single physical location and having at least $100 million in self-reported defined contribution (DC) plan assets under advisement (AUA) as of 12/31/2025. AUA is defined as the total value of DC plan assets on which the advisor team provides guidance and receives a fee or commission. These assets are generally held away at 3rd party plan providers. AUA is not to be confused with Regulatory Assets Under Management (“AUM”) as defined by the Securities and Exchange Commission. The award is not an endorsement or indicative of the future performance of the financial adviser. MML Investors Services, a MassMutual subsidiary, is a member firm and pays an annual fee to maintain its membership. MassMutual is not involved in the nomination or final selection process. A fee was not paid for consideration. For more information, visit www.napa-net.org.

Happy Holidays from the SFP Wealth team! Wishing you and your loved ones a holiday season filled with joy and laughter.

We asked the team what they’re thankful for this season, big or small, and loved seeing the responses. Wishing everyone a joyful Thanksgiving!

Last Friday, we gathered for our annual offsite to focus on mindset and how we can continue to strengthen the way we serve our clients.

We explored how our mindsets shape our presence at work and how we can continue to evolve as the company scales. It was great to step out of the office and focus on what makes everything we do possible: our team.