Every conversation
begins with clarity
Most people who reach out are not looking for more information. They are trying to understand how everything is working together.
Whether you have a specific question, want to understand how the Wealthspan Review works, or are simply trying to determine your next step, this is the right place to begin.
Vienna, VA 22182
9:00 AM to 5:00 PM ET
We’ll be in touch within one business day
Use the form below if you are unsure where to begin or prefer to connect first before requesting a Wealthspan Review.
Vienna, Virginia
Serving clients nationwide
We are located in Vienna, Virginia in Fairfax County, in the greater Washington DC Metro area. While our roots are local, we serve clients throughout the country. Most of our work is conducted remotely and does not require in person meetings, though we welcome them for clients who prefer them.
We are a registered investment advisor through LPL Enterprise. 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.