Sweeney Wealth Management Group at Steward Partners

About Our Team

WHO WE ARE

The Sweeney Wealth Management Group of Steward Partners is a husband and wife financial advisory team made up of Eric and Beth Sweeney, Wealth Managers, and their long-time assistant and personal relationship manager, Patricia (Trisha) Stefanou. With over 77 years of combined financial planning and wealth management experience, we are an experienced, well-orchestrated and talented team of professionals who are focused on helping clients take their finances to the next level with a personal touch. We design comprehensive and personal financial plans and help our clients carry them out. We review areas of asset management, retirement planning, estate and tax planning strategies, alternative investments, insurance, wealth preservation and any unique planning needs for you or your family.

We also work in conjunction with your attorneys, bankers, and accountants to help you through estate and advanced planning issues.

WHERE YOU CAN FIND US

We have been featured on the front page of Financial Planning Magazine, Wall Street Journal “Wealth Managers You Need to Know,” On Wall Street, US News & World Report, CNBC, as well as Nebraska Farmer, ProAg, and FundFire.

We have offices in Downtown Boston, 1 International Place Suite 3210 as well as Downtown Holdrege, Nebraska, 718 Fourth Avenue.

WHO WE HELP

We specialize in helping executives, pre-retirees and retirees, business owners, widowed and divorced individuals, as well as high net worth families in designing a customized financial plan and implementing it for their families and businesses. We understand the emotional and financial stress that comes with family businesses and planning so we have developed a customized financial plan based on your goals, risk tolerance and time horizon. We then implement an investment strategy to help you achieve your goals.

Who We Help

EXECUTIVES

Restricted Stock Options
Units and Option Strategies
Setting up Qualified Plans
Tax Savings Accounts
529 College Plans
Corporate Retirement Plans

PRE-RETIREES/RETIREES

Complex Social Security Claiming Strategies
401K Options, and Retirement Plans
Managing Taxes in Retirement

FARMERS/RANCHERS/BUSINESS OWNERS

Maximizing Tax Situations
Cashflow Management
Succession and Estate Planning
Retirement Tax Saving Vehicles (Solo 401Ks, SEP and Simple IRAs)

WIDOW(ERS)/DIVORCEES

Settling Estates
Restructuring Finances
Budgeting
Retitling Assets
QDRO's

HIGH NET WORTH FAMILY PLANNING

Developing and Growing Estates
College Planning
Generational Asset Transfer
Hedging/Options Strategies

Tailored Strategic Planning - Our clients are individuals, trusts, and businesses that believe in being the best they can be and quite simply said, winners. We partner with like-minded people all over the world. Given the business background of our team, we can relate to the many challenges businesses, entrepreneurs, executives and owners face on a daily basis and act as a true advisor. Our clients are individuals and businesses with $1,000,000 to $50,000,000 investable assets or business revenue that are continuously growing, forward thinking, and doing the right thing.