TAILORED STRATEGIC PLANNING

 

SWEENEY WEALTH MANAGEMENT GROUP | NEBRASKA & MASSACHUSETTS

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Sweeney Wealth Management Group

TAILORED STRATEGIC PLANNING

The Sweeney Wealth Management Group can help you or your business take it to the next level with a personal touch. Our planning process, known as the Personal Financial Mapping System is YOUR financial roadmap to YOUR LIFE.
 

Products & Services

ADVISORY SERVICES

 

  • Managed Accounts
  • Privately Managed Accounts
  • Portfolio Solutions
  • Customized Portfolios

 

WEALTH PLANNING SOLUTIONS

 

  • Retirement Planning
  • Education Planning
  • Insurance Planning
  • Estate and Trusts
  • Corporate and Executive Services
  • Succession Planning Services
  • Small Business Financial Planning
  • Tax Management in Retirement Planning

 

BANKING & LENDING SOLUTIONS

 

  • Securities Based Lines of Credit
  • Cash Management Accounts
  • Full Suite of Banking Services

 

INSTITUTIONAL CONSULTING

 

  • Investment Banking
  • Public Finance
  • AMS Institutional Services
  • Restricted Stock Options

 

*1A Securities Based Line of Credit may not be suitable for all clients. Borrowing on securities-based lending products and using securities as collateral may involve a high degree of risk. Market conditions can magnify any potential for loss. If the market turns against the client, he or she may be required to deposit additional securities and/or cash in the account(s) or pay down the loan. The securities in the pledged account(s) may be sold to meet the collateral call, and the firm can sell the client’s securities without contacting them. The interest rates charged are determined by the market value of pledged assets and the net value of the client’s Capital Access account.

*2Borrowing on margin and using securities as collateral may involve a high degree of risk and may not be appropriate for all investors. Market conditions can magnify any potential for loss. If the market turns against the investor, he or she may be required to deposit additional securities and/or cash into the account. The securities in the account may be sold to meet the margin call, and the firm can sell investors’ securities without contacting them.

About Our Team

 
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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

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 $500,000 to $50,000,000 investable assets or business revenue that are continuously growing, forward thinking, and doing the right thing.

Sweeney Wealth Management Group In the News

We pride ourselves on delivering a distinctive client service with an unwavering commitment to excellence with a personal touch.
SWEENEY WEALTH MANAGEMENT GROUP - HIGHER LEVEL PLANNING
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OUR RELATIONSHIP WITH

Raymond James

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.

Resources

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

CALCULATORS

A host of financial tools to assist you.

ARTICLES

Educate yourself on a variety of financial topics.

FLIPBOOKS

These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.

NEWSLETTERS

Timely newsletters to help you stay current.

Glossary

Financial terms from A to Z.

VIDEOS

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

QUOTES THAT INSPIRE US...

Market Insight

Weekly investment strategies and more...

Sweeney Wealth Management Group

Nebraska Office
718 Fourth Avenue
Holdrege, NE 68949
Massachusetts Office
1 International Place, Suite 3210
Boston, MA 02110
Phone:
308-995-1400 (NE)
617-377-4412 (MA)

Email:
eric.sweeney@stewardpartners.com
beth.sweeney@stewardpartners.com
 
 
 

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