Beth Sweeney
Founding Partner, Sweeney Wealth Management Group Financial Advisor, RJFSBeth Sweeney is a co-owner of the Sweeney Wealth Management Group alongside her husband, Eric Sweeney. She founded her practice in 1996 and has 30 years of experience helping high-net-worth individuals, business owners, entrepreneurs, farmers, ranchers, executives, pre-retirees, retirees and especially widowed and divorced women realize their financial goals and dreams.
Beth takes a holistic approach, crafting customized financial plans based on each client's goals, risk tolerance and time horizon. Her focus on education, confidence-building and transparent guidance helps clients navigate life's transitions and build lasting wealth.
Beth is involved in many charitable organizations. She enjoys working out (especially SoulCycle), traveling, spending quality time with her husband and their five children and pursuing her passion for gourmet cooking and entertaining.
