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 50+ 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
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 $500,000 to $50,000,000 investable assets or business revenue that are continuously growing, forward thinking, and doing the right thing.
In 1962, Bob James set out to build a different kind of financial services firm. In the years since, that firm has grown to become a leader in its industry, dedicated to and driven by a focus on independence, integrity, conservative risk management, and always putting clients first.
Sweeney Wealth Management Group, in conjunction with Steward Partners Global Advisory, selected Raymond James as a custodian and platform provider given their strong commitment to best-in-class technology and deep reserve of human intellectual capital. Backed by their world-class resources and cultural alignment, we are able to fulfill our mission to serve select, ultra-wealthy clients with the core tenets of integrity and trust.
Our relationship with Raymond James allows us to consistently and conscientiously put you and your goals at the forefront of our work.
Our affiliation with Raymond James is an important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America, and helps support our business by providing access to leading investment research; surrounding our team with experts on a broad range of financial disciplines; offering operational and trading support to our team and clients; and enabling us to access market-leading technologies.