Wealth that lasts. Time that matters.

You’ve Reached the Right Place

You’ve worked hard and saved smart.

Now your biggest questions aren’t about how much you’ve earned, they’re about how long it will last.

You’re not alone.

And you’ve found the right team.

Who We Serve

We help Northern Virginia professionals and families approaching retirement make confident, tax-efficient decisions that last a lifetime.

Pre-Retirees (48–65)

You’ve built wealth. Now you want clarity that it will last and provide a steady income through retirement.

High-Earning Professionals & Business Owners

Between RSUs, bonuses, equity, and family demands, life is complex. We help simplify, optimize, and align everything you’ve built.

[See if this sounds like you →]

Built for Achievers, Based in Virginia & Serving Clients Nationwide

Founded by Khy and Mark Sweeney, Longevity Wealth Strategies was born from personal experience and a shared commitment to helping others plan with purpose.

After caring for an aging parent, Mark transitioned from a successful IT career into financial planning bringing a deep understanding of how life, longevity, and money intersect. Together, Mark and Khy built Longevity Wealth Strategies to serve professionals and families approaching retirement with substantial assets and even bigger questions.

• Personal attention from a boutique advisory firm

• Resources backed by two Fortune 500 partners

• A team that listens first, then plans

Based in Vienna, Virginia, serving clients in Fairfax, DC Metro and across the country.

We Start With Your Story, Not Your Portfolio

We don’t lead with charts or jargon.

We start with you: your values, goals, and what truly matters next.

Because money isn’t the goal.

It’s the tool that gives you freedom to live well today and retire confidently tomorrow.

The Wealthspan Gap: What Most Plans Miss

Most financial plans stop at age 65 or 70.

But you may live 25–40 years beyond that.

We call the difference between how long your money lasts and how long you do the Wealthspan Gap.

Our mission is to bridge that gap, so your wealth supports your life for as long as you live.

[Discover Your Wealthspan Gap →]

How We Begin: The Wealthspan Review™

Start with Clarity. Stay for Confidence.

Every relationship begins with a complimentary, no-pressure Wealthspan Review™.
You’ll leave with:

• Your Longevity Clarity Map — a clear snapshot of your entire financial picture

• Your Freedom Risk Score — how your investments align with your comfort level

• Where You Stand Today — what’s working, what’s missing, and what’s possible

No pressure. Just perspective.

[Schedule Your Wealthspan Review™ →]

Comprehensive Planning When You’re Ready

If we’re a fit, we move forward together with coordinated, personalized planning that covers every area of your financial life:

• Retirement Income Planning → A steady income plan that lasts as long as you do.

• Investment Management → Purpose-driven strategies, not guesswork.

• Risk Analysis → Be ready before life throws a curveball.

• Tax-Efficient Strategies → Keep more of what you’ve earned.

• Estate Planning → Pass on what matters, with intention.

Tailored, not templated.

Plans built around you supported by trusted CFPs, CPAs, and estate attorneys.

Simple. Human. Fearless.

You’ve built wealth through decades of hard work.

Now it’s time for your wealth to work for you with clarity, confidence, and control.

We replace:

• Fear → with Clarity

• Confusion → with Confidence

• Complexity → with Control

Your wealth should give you the freedom to live longer, wealthier, and more meaningfully.

See Where You Stand Today

Your Wealthspan Review™ is complimentary.
No sales pitch. No pressure. Just insight, direction, and the confidence to move forward.

[Schedule Your Wealthspan Review™ →]

Longevity Wealth Strategies

Founded by Mark and Khy Sweeney | Supported by Fortune 500 Resources

Based in Vienna, Virginia: Serving Fairfax County, the Greater Washington DC Metro Area, and Clients Nationwide.

Comprehensive retirement, investment, and financial planning services designed to help you live well, retire confidently, and make your wealth last as long as you do.

Virtual financial planning available across the U.S.