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.