At Longevity Wealth Strategies, we work with pre retirees and families navigating increasing financial complexity.

Most plans look complete. Accounts are in place. Investments are performing. Nothing feels wrong.

That is what makes this harder to see.

The issue shows up later.

As income, taxes, withdrawals, and decisions begin interacting, outcomes are shaped less by individual choices and more by how everything works together.

This is where strong financial lives can begin to drift.

Not because of one bad decision.

Because everything was never designed to work together over time.

We focus on how your financial system functions as a whole. How decisions interact. How timing affects outcomes. How structure holds up over time.

This is what we call Wealthspan.

What we help with:

• Retirement income and distribution planning
• Tax aware investment strategies
• Legacy and multigenerational planning
• Employer retirement plan and 401k advisory solutions

Our work is grounded in clarity and structure, not pressure or jargon.

Learn more at our website.

Disclosures

Mark Sweeney is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise LPLE, a Registered Investment Advisor, Member FINRA and SIPC, and an affiliate of LPL Financial. LPLE and LPL Financial are not affiliated with Longevity Wealth Strategies.

Third party posts found on this profile do not reflect the views of LPL Enterprise and have not been reviewed by LPL Enterprise as to accuracy or completeness.

Financial professionals associated with LPL Enterprise may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Longevity Wealth Strategies and its representatives do not provide tax or legal advice. Please consult your own tax or legal advisors regarding your specific situation.

Longevity Wealth Strategies

Org chart

Teams

Offices

Longevity Wealth Strategies

Org chart

Teams

Offices

Related companies