What is the Wealthspan Review™?

The Wealthspan Review™ is our financial diagnostic process that evaluates where you are today, aligns it with your values, and supports your long-term goals.

Who do you typically work with?

We work with professionals, families, and business owners who want to extend both their lifespan and their wealthspan — enjoying financial freedom and a vibrant life.

Do you offer retirement planning?

Yes. Our retirement planning strategies are designed to extend your wealthspan, optimize income, and support your desired lifestyle.

Longevity Wealth Strategies

LPL Enterprise Form CRS

Mark Sweeney is Financial Planner with, and offer 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.

Khy Sweeney is an employee of Longevity Wealth Strategies and is not affiliated with LPL Financial or Prudential.

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

The LPL Enterprise registered representative(s) associated with this website may discuss and/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.