Husband and wife team, Eric and Beth Sweeney, Wealth Managers, and long time assistant Patricia Stefanou have over 45+ years of combined financial planning and wealth management experience. They specialize in helping business owners, farmers, ranchers, executives, pre-retirees, retirees, widowed and divorced women design and implement financial plans for their families and businesses to help them realize their financial goals and dreams. They understand the emotional and financial stress that comes with family businesses and planning. They develop a customized financial plan based on your goals, risk tolerance and time horizon then implement an investment strategy. They also work in conjunction with attorneys, bankers and accountants to help their clients through estate and advanced planning issues.
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