Your Personalized Path to Financial Confidence

At Sweeney Wealth Management Group, we partner with ambitious individuals, families and business owners to help create a clear, customized financial roadmap, one that aligns with your life goals, not a one-size-fits-all plan.

Our Personal Financial Mapping System serves as your comprehensive guide, helping you navigate wealth building, retirement, legacy planning and more with the personal attention and expertise you deserve.

Eric Sweeney
Eric Sweeney
Founding Partner, Sweeney Wealth Management Group Financial Advisor, RJFS
Beth Sweeney
Beth Sweeney
Founding Partner, Sweeney Wealth Management Group Financial Advisor, RJFS
Patricia Stefanou
Patricia Stefanou
Client Service Manager/Registered Sales Assistant

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

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Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
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Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.
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Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.
Pablo Picasso

Are you ready? Let’s uncover the possibility of working together.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Sweeney Wealth Management Group. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Sweeney Wealth Management Group is separately owned and operated and not independently registered as a broker-dealer or investment adviser.


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