Our Approach

Personal guidance. Smart tools. Real results.

What We Believe

Wealth isn’t just a balance sheet. It’s freedom and confidence. Our mission is to help you live well today and retire with confidence tomorrow.

Why We Do This

We’ve seen what happens when families don’t have a plan: missed opportunities, delayed decisions, and unnecessary stress.

That’s why we’re here, to give you clarity, structure, and support every step of the way. You don’t have to figure it out alone.

About Longevity Wealth Strategies

You’ve worked hard to build a successful life but as wealth grows, so does complexity. Investments, taxes, and life goals often pull in different directions.

You don’t need more information. You need clarity.

That’s where we come in. We help accomplished individuals and business owners bring order to financial complexity, so every part of your financial life works together.

We’re a boutique advisory firm built on personal attention and thoughtful strategy, backed by the resources of two Fortune 500 firms for the best of both worlds.

Every relationship begins with the Wealthspan Review™, an opportunity to see where you stand today and feel what clarity really means.

Because wealth isn’t the goal. It’s the tool that helps you live intentionally, with the people you love, for as long as possible.

Longevity Wealth Strategies: Clarity creates confidence. Confidence opens the door to opportunity.

Meet the Team

Khy Sweeney — Co-Founder & COO

Khy grew up in a home shaped by chalkboards and lesson plans, instilling values of preparation, empathy, and lifelong learning.

Her experience as a Division I volleyball player and youth coach taught her the power of communication, teamwork, and encouragement qualities she brings to every client relationship.

Khy’s passion for financial planning is personal. She witnessed the emotional toll of financial disorganization and helps clients feel calm, clear, and confident.

At Longevity Wealth Strategies, she ensures every question is answered, every plan stays on track, and every client feels truly heard.

Away from work, Khy brings creativity to the kitchen, experimenting with meals that bring people together.

Mark Sweeney — Co-Founder & Financial Planner

Mark started in IT and government contracting but personal experience reshaped his path: caring for an aging parent taught him that financial planning is about taking care of the people you love.

He founded Longevity Wealth Strategies to help others avoid unnecessary pain. Today, he creates personalized financial plans that support clients now and in the future.

Mark brings a coach’s mindset, emphasizing strategy, accountability, and long-term vision. He helps clients extend their lifespan, healthspan, and wealthspan.

Calvin — Chief Happiness Officer

Calvin greets visitors, naps in sunny spots, and reminds us that joy belongs in every plan.

Your Financial Concierge

When you work with us, you get a Financial Concierge. Backed by the resources of two Fortune 500 firms and a trusted network of professionals, we coordinate every part of your financial life.

• CPAs for smart tax strategies
• Attorneys for estate planning
• Trust specialists for legacy protection
• Insurance experts for risk management
• Financial wellness experts for workplace programs
• Payroll & benefits experts for business owners
• Lending professionals for mortgages and liquidity
• Charitable giving advisors for meaningful impact