Portfolio Management

Trust an experienced investor to create or maintain your goals by maximizing the return and managing the risk.

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Retirement Planning

Thoughtful input on your long-term goals starts here!

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Comprehensive Financial Planning

We take the time to build a relationship with you so that your financial plan fits your needs and goals.

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“Someone’s sitting in shade because someone planted a tree a long time ago”

- Warren Buffett

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Who We Are

At Sweeney Wealth Advisors, helping our clients realized their dreams in our business. Our team is here to help you realize how your dream can become a reality. Through a variety of comprehensive services, Sweeney Wealth Advisors offers turnkey financial strategies that are customized to pursue all of your financial planning needs.

Whether you’ve been working a few years or a lifetime, we offer over a century of financial services experience. By building a relationship with you, your goals, combined with our industry knowledge, achieve your goals may be closer than you think! We look forward to helping each of our clients cross their version of that finish line.

About Us

Our Goal For You Is Simple: To Develop A Plan For You That Grows With You

Your Goals, A Customized Strategy

At Sweeney Wealth Advisors, our team is here to walk you through the process of planning for your future

Comprehensive Financial Planning
Once constant in life is change. When life throws you the curveballs you’ll need a defined strategy and financial partner to help overcome inevitable life changes.
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Retirement Planning
We understand that retirement planning can be overwhelming. However, it’s exciting to think about the next chapter. Let us show you how you can achieve your retirement vision
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Portfolio Management
Investment planning can be confusing. At Sweeney Wealth Advisors, our team can help you provide clarity and sound advice to guide you through the investment process.
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Pre-Retirement Planning
Our dedicated professionals can help create the retirement strategy you need.
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