The Wealthspan Review™

See Where You Stand Today.

Your personalized Asset Map reveals your full financial picture, strengths, gaps, and opportunities all on one page.

Get Your Asset Map to See Where You Stand

(Takes less than 10 minutes. No cost, no jargon, just clarity.)

Imagine if your entire financial life fit on one simple page

What’s an Asset Map?

It’s your financial world - visualized.

✅ Shows everything you own and owe
✅ Highlights what’s strong and what’s missing
✅ Makes complex finances easy to understand

One glance, and you’ll know exactly where you stand.

Build My Asset Map

Your Asset Map brings every account, policy, and goal together on one simple page.

See what’s strong, what’s missing, and where you can grow all at a glance.

Why It Matters

You can’t plan your future until you can see your present.

The Wealthspan Review™ helps you:

Gain clarity
Reduce risk
Unlock new opportunities

This is your starting point for financial confidence.

See your strengths and spot your gaps instantly.

How It Works

Step 1: Map It.

Answer a few easy questions. We’ll create your personalized Asset Map, your one-page financial snapshot.

Step 2: Review It.

Meet with a Wealthspan Advisor to identify your strengths, gaps, and untapped opportunities.

Step 3: Plan It.

Walk away with a clear, visual game plan. One that helps you make confident, long-term decisions.

Why People Love It

Fast, visual clarity
No sales pitch, just insight
Private, secure, and personalized

“I finally saw my financial life in once place for the first time.” - A Wealthspan Client

Ready for Clarity?

See your entire financial picture on one page.

No pressure. Just perspective.

Ready to see your own?

Build My Asset Map Now

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.