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Thomas Sweeney, ChFC®, CRPC™

Trusted advisor for soon to be or recently retired.

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TS Wealth Advisors Thomas Sweeney, ChFC®, CRPC™
Pittsville, MD

Serving Clients Nationwide

Trusted advisor for soon to be or recently retired.

443-856-4588

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • High Net Worth
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Social Security
  • Taxes

About Thomas Sweeney, ChFC®, CRPC™

Hi, I'm Thomas Sweeney. My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future.

After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.

I believe that money isn't just about dollars and cents; it's about dreams and goals.

I grew up loving numbers and solving money puzzles. This led me to study finance at West Virginia University. After that, I went to work in the financial industry to learn all about investing and saving. I wanted to help people understand money better.

My goal is to make money stuff easy for you. No confusing words or complicated charts. Just simple, clear advice. Whether you're retired or saving for a dream vacation, a cozy home or your kid's education, I'm here to help you make a plan.

I have earned the Chartered Financial Consultant® and the Chartered Retirement Planning Counselor™ designations and have been helping people make smart money decisions for over 30 years.

Outside of work, I'm a family guy. I love spending time with my three sons and our golden retriever, Buddy. We enjoy golfing, playing with Buddy and going to Assateague Island. I believe that being happy isn't just about money – it's about the people you share your life with.

Remember, I'm not just your financial advisor; I'm your partner on this money journey. Let's work together to turn your financial dreams into reality. Can't wait to meet you!

Professional Designations

  • Chartered Financial Consultant (ChFC)
  • Chartered Retirement Planning Counselor (CRPC)

Primary Location

Pittsville, Maryland

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Commissions
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to schedule an initial conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About TS Wealth Advisors

At TS Wealth Advisors, my mission statement is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future.

Our mission is to build a long-term relationship with me, their experienced and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.

As you are nearing retirement or recently retired, there are demands that you don’t spend nearly enough energy on… managing your own family, finances and protecting your future.

Getting your financial house in order and keeping it that way is what I do for my clients as their financial quarterback.

Using the retirement roadmap process involves:

Coordination – Currently your CPA, estate attorney, insurance broker and investment advisor are most likely NOT working together with synergy and harmony for your benefit. In fact, they most likely don’t even know each other. Your life would be much better when they work together with me as the impartial leader.

Consolidation – You most likely have many more separate accounts and financial paperwork with more institutions than necessary to achieve your goals and be diversified. Your life will be much better when your financial affairs are consolidated.

Comprehensive Services – You most likely have holes in your financial house and, simply by luck, an event hasn’t happened that turns one of these holes into a big problem for you and your family. There are 143 checkpoints to get your entire financial house in perfect order and most of them likely have not been addressed by your current advisors. Your life would be much better and safer with truly comprehensive services.

Simplifying – When everything is professionally coordinated, consolidated, and comprehensive your life is much simpler. This allows you to focus your time on things that are more important and bring more meaning to your life than worrying about your money.

Accountability – I hold the experts accountable to give you the best advice to get and keep your financial house in order and I hold you accountable to do your part.

Within 12–18 months of working together, we’ll aim to get your financial life organized—and from there, we’ll keep working to help you stay on track.

If you’re ready to get your financial house in order and finally have one clear plan, let’s connect for a quick 15-minute chat to see what that could look like for you.

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Thomas Sweeney is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial registered representatives 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.

Education

West Virginia University, Bachelor of Science - BS, Business/Finance

Hobbies and Interests

  • Family
  • Golf

FINRA Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.