Longevity Wealth Strategies

Welcome to Longevity Wealth Strategies — where clear, confident financial planning helps pre-retirees and families prepare for a secure retirement. We provide personalized, data-driven strategies tailored to your unique goals, covering retirement income planning, tax-efficient investing, legacy planning, and 401(k) solutions. In today’s complex financial landscape, our mission is to equip you with the insights and guidance needed to make informed decisions aligned with your long-term objectives. By working with us, you gain greater clarity and confidence to build and protect your wealth, ensuring your financial future is focused, transparent, and designed for lasting success. Our approach centers on understanding your individual circumstances, risk tolerance, and priorities to create a comprehensive plan that adapts as your life evolves. Whether nearing retirement or actively managing your portfolio, Longevity Wealth Strategies offers solutions integrating modern financial tools and proven planning principles. Mark Sweeney is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. LPLE and LPL Financial are not affiliated with Longevity Wealth Strategies. http://www.finra.org/ http://www.sipc.org/ Third-party posts found on this profile don’t reflect the views of LPL Enterprise and haven’t been reviewed by LPL Enterprise as to accuracy or completeness. The 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 render tax or legal advice. Please consult with your own advisors regarding your particular situation.