Sweeney Wealth Management Group
About
Husband and wife team, Eric and Beth Sweeney, Wealth Managers, and long time assistant Patricia Stefanou have over 45+ years of combined financial planning and wealth management experience. They specialize in helping business owners, farmers, ranchers, executives, pre-retirees, retirees, widowed and divorced women design and implement financial plans for their families and businesses to help them realize their financial goals and dreams. They understand the emotional and financial stress that comes with family businesses and planning. They develop a customized financial plan based on your goals, risk tolerance and time horizon then implement an investment strategy. They can also work in conjunction with attorneys, bankers and accountants to help their clients through estate and advanced planning issues.
They 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.com, as well as Nebraska Farmer and ProAg.com.
As planning professionals, they have a proven planning system to help guide their clients throughout their financial lives.
Beth and Eric have offices in Downtown Boston, Massachusetts at 1 International Place, Suite 3210 and in Holdrege, Nebraska, 718 4th Avenue. They enjoy time with their five children. Beth is a gourmet chef, loves fitness, and traveling the world. Eric is an avid golfer, coach, and Nebraska Cornhusker fan and UNL football alumni.
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Frequently asked questions
What is your typical process for working with a new customer?
Our process is called the "Personal Financial Mapping System." We first start with a quick 30 minute initial call, followed by series of meetings, worksheets, and analysis. But it all starts with a call...
What education and/or training do you have that relates to your work?
We are both fully licensed financial advisors. Passing both the Series 7 and Series 66 tests. We have owned various businesses and have worked with highly successful individuals around the world.
Do you have a standard pricing system for your services? If so, please share the details here.
All of our clients have customized financial plans. All situations are different, however, we do typically charge a percentage of the amount of investible assets.
How did you get started in this business?
Beth's father, Ed Rosenberg, was in the business for years and grow up around the financial services business. She wanted to follow he's footsteps.
What types of customers have you worked with?
Typically business owners, divorced or widowed women, mid to high level executives, and pre-retirees.
What advice would you give a customer looking to hire a pro in your area of expertise?
Get to know the person before getting started. If they try to sell you, they are desperate and are probably not that good or experienced.