Sweeney Wealth Management Group

Sweeney Wealth Management Group is a highly experienced and talented financial advisory team based in Holdrege, NE. Led by husband and wife duo Eric and Beth Sweeney, along with their dedicated assistant Patricia Trisha Stefanou, the team offers personalized financial planning and wealth management services to a diverse range of clients, including executives, pre-retirees, retirees, business owners, widowed and divorced individuals, and high net worth families. With over 65 years of combined experience, they design comprehensive financial plans tailored to each client's unique goals and needs, covering areas such as asset management, retirement planning, estate and tax planning, alternative investments, insurance, and wealth preservation.

Known for their expertise and personalized approach, Sweeney Wealth Management Group has been featured in prominent publications such as Financial Planning Magazine, Wall Street Journal, US News World Report, and CNBC. They have offices in both Downtown Boston, MA, and Downtown Holdrege, NE, and work closely with clients' attorneys, bankers, and accountants to provide comprehensive solutions for estate and advanced planning issues. Committed to helping their clients achieve financial success, the team at Sweeney Wealth Management Group is dedicated to delivering tailored strategic planning and investment strategies to help clients reach their financial goals.

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