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 65 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
- Restricted Stock Options
- Units and Option Strategies
- Setting up Qualified Plans
- Tax Savings Accounts
- 529 College Plans
- Corporate Retirement Plans
- Complex Social Security Claiming Strategies
- 401K Options, and Retirement Plans
- Managing Taxes in Retirement
- Maximizing Tax Situations
- Cashflow Management
- Succession and Estate Planning
- Retirement Tax Saving Vehicles (Solo 401Ks, SEP and Simple IRAs)
- Settling Estates
- Restructuring Finances
- Retitling Assets
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.
ResourcesWelcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
QUOTES THAT INSPIRE US...
It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Market InsightWeekly investment strategies and more...
Sweeney Wealth Management Group
718 Fourth Avenue
Holdrege, NE 68949 Massachusetts Office
1 International Place, Suite 3210
Boston, MA 02110