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Financial Strategies for Small Businesses and Successful Families
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Comprehensive approach to financial planning with cutting-edge technology |
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Innovative strategies for business owners and executives |
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Team built around the client experience and face-to-face interaction |
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Retirement, Business Succession and Wealth Management Strategies |
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Designations: Certified Financial Planner™ practitioners |
With experience as an educator, real estate developer, business consultant and venture capitalist, Tom brought a unique perspective to financial planning in 1994. With the addition of his son Daniel J. Cappucci, CFP®, Andrew C. Cleary, CFP®, and other associates, SFP Wealth is a thriving team of professionals who share a passion for long-lasting client relationships. As a Baystate Financial Services Firm, SFP Wealth combines their common sense economic principles with world-class resources to create opportunities across a broad spectrum of financial planning topics.
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Areas of Focus
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Thomas and Daniel Cappucci offer securities & investment advisory services through New England Securities (NES)(FINRA/SIPC) a registered investment advisor. Neither Baystate Financial Services nor SFP Wealth are affiliated with NES. Branch Address 100 William St., Ste. 300, Wellesley, MA 02481. Andrew Cleary is a financial representative. L1211228048[exp1212][MA].
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Boston area (includes Bristol, Essex, Norfolk, Middlesex, Plymouth and Suffolk counties in the state of Massachusetts) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 19,400 wealth managers in the area. 2,591 award candidates in the Boston area were considered for the award, of which 454 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Boston Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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