Kevin P. Sweeney

Kevin P. SweeneyJD, CFP®

Chief Legal Officer, Wealth Manager & Principal

Kevin works with clients to determine their personal objectives and develop and implement financial planning and investment strategies designed to meet those goals.  He also serves as Chief Counsel for the firm.

What do you value most in your client relationships?

I view working with clients as being part of a team. We work together to solve the issues they bring to us. We develop a strategy and explain it to the clients to help them understand it and enable them to make informed decisions. I most appreciate having the opportunity to be able to help clients understand their situations and the options available to them, and to give them what’s needed to be comfortable in their choices.

What’s the one thing people say you’re best at?

I believe that I’m able to communicate well with clients, in both oral and written forms. A critical part of what we do is to help educate our clients on their issues and options. Ultimately, we assist them in reaching decisions that they need to understand and be confident in. Being able to communicate sometimes-complicated concepts in a way people can understand benefits the client.

When you retire you’re going to…?

Spend three months of the year in Italy and the other nine on a beach reading.

Where did you grow up? Where do you live now?

I grew up in Manchester, NH, an old mill town about 55 miles north of Boston. In the 1960s and ‘70s, Manchester was a great place to grow up as a kid, aside from the weather. It took me 55 years to finally flee the cold and snow of the Northeast that I’d despised since I was a child. In 2016, my wife and I moved to Florida, and I now work out of our Inverness office and live in Inverness, FL.