About Our Team
A Family Committed to Your Success We're Eric and Beth Sweeney – a husband-and-wife team of financial advisors – supported by our dedicated relationship manager, Trisha Stefanou. Together, we bring more than 85 years of combined experience in wealth management, financial planning and personalized client service.
We treat every client like family because we understand the emotions, challenges and opportunities that come with building and preserving wealth. We collaborate closely with your attorneys, accountants and other advisors to deliver integrated, thoughtful solutions that evolve with your life.
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, FA Online, FundFire and more.
We have three offices. 100 TradeCenter Suite G-700, Woburn, MA, 718 Fourth Ave. Holdrege, NE, and 45 SW 9th Street, Miami, FL.
