Also known as patrick m sweeney and
Patrick M. Sweeney & Associates is a fee-only registered investment adviser based in Libertyville, Illinois, established in 2001, with about $252 million in reported assets under management. It provides wealth management and financial planning for individuals and families. The firm emphasizes low advisory fees, low investment costs and tax efficiency. It describes itself as independent and as a fiduciary, and states it does not sell commission-generating products. Each client starts with a financial plan used as a roadmap, and services include investing and risk management. The firm reports that its growth has come mainly through client referrals.
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Patrick M. Sweeney & Associates is a wealth manager based in Libertyville, United States, managing approximately $253M in assets.
Patrick M. Sweeney & Associates is headquartered in Libertyville, United States.
Patrick M. Sweeney & Associates manages approximately $253M in assets under management.
Patrick M. Sweeney & Associates was founded in 2001.
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