Welcome to Russell Sweeney Wealth Management 


In addition to providing you with information on our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and potential clients. Our dedication to superior client service has brought us here as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse our site, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section). 

Please feel free to contact us with any questions or comments you may have. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

Our Services


Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later. However, similar to planning that goes into living a happy and fruitful life, a well...

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have...

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can...

Our Team

Wealth Advisor

Teresa attended The Ohio State University and has been in the financial services industry for more than 10 years.  An...

Wealth Advisor

Brian has spent the last 7 years involved in the investment services & financial planning world. His initial experience...

Wealth Advisor

Kevin has spent the majority of his career consulting other investment and tax professionals across the country...

Wealth Advisor

Dave has been in the financial services industry since the year 2000 with a demonstrated history of helping clients...

Wealth Advisor

Cole Chiappialle has spent the last 3 years involved in the financial planning and investment world. He began his career...

Connect With Us on Social Media


Video Library

Power of Affiliation

Estate Planning

Health Care in Retirement

Sandwich Generation

Financial Planning

Retirement Income Planning