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Longevity Wealth Strategies
Categories
Insurance ServicesFinancial ServicesFinancial Services-Financial PlanningFinancial Services-Personal
- 1919 Gallows Rd Suite 100 Vienna VA 22182
- (703) 245-5050
- Send Email
- https://longevitywealthstrategies.com
Hours:
8 am - 6 pm
About Us
Live With Purpose. Plan With Confidence.
Longevity Wealth Strategies is a fee-based, fiduciary financial planning firm serving pre-retirees and senior professionals in Vienna, Virginia, the DC Metro area, and nationwide.
Founded by Mark Sweeney (MS Finance, 30+ years experience including AT&T and Bell Labs) and Khy Sweeney, the firm solves the Wealthspan Gap: the risk that arises when financial assets are individually well-managed but never coordinated as one system. Their proprietary Wealthspan Review™ maps a client's entire financial life, income, investments, taxes, insurance, and estate, into one integrated picture before any optimization begins.
They serve federal employees (TSP/FERS), government contracting executives, technology professionals with equity compensation, business owners approaching succession, and high-income households within 5–10 years of retirement.
Services include retirement income planning, investment management, tax-efficient distribution strategies, Social Security optimization, Medicare planning, and 401(k) advisory.
Clients receive direct access to both principals, three proactive meetings annually, and boutique attention backed by Fortune 500 resources.
LPL Enterprise, Member FINRA/SIPC · 1919 Gallows Road, Suite 100, Vienna, VA 22182 · (703) 245-5050 · longevitywealthstrategies.comVideo Media
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Rep/Contact Info
Khy SweeneyCOO - Financial Planner- Phone: (703) 245-5025
- 1919 Gallows Rd Suite 100 Vienna Virginia 22182
