Teresa Russell & Brian Sweeney

Business Details

Your Trusted Partner for Financial Planning Solutions

At Teresa Russell & Brian Sweeney, we specialize in personalized wealth management and strategic tax planning to help clients retain more of their earnings and build a secure financial future. Our team of certified professionals offers tailored guidance across tax optimization, investment strategies, retirement preparation, estate planning, and insurance solutions. With a focus on proactive service and client-centric expertise, we provide complimentary consultations to initiate meaningful financial strategies.

Our approach combines decades of industry experience with a commitment to transparency, ensuring clients receive actionable plans aligned with their unique goals. We prioritize long-term partnerships, continuously monitoring and adapting strategies to evolving financial landscapes and client needs.

Services

Tax Planning Investment Planning Retirement Planning Estate Planning Insurance Planning Financial Planning Client Consultations Wealth Management Portfolio Management Retirement Income Strategies

Highlights and features

We offer personalized wealth management strategies tailored to your unique financial goals.
Our team includes certified professionals with designations like CFP and LUTCF.
We provide comprehensive planning covering tax, investment, retirement, and estate strategies.
We prioritize proactive, responsive service with a focus on client education.
We deliver actionable insights grounded in decades of industry experience and market knowledge.

Associations and certifications

FINRA
SIPC

Website

Update Listing

Services

Tax Planning

Our Tax Planning service minimizes liabilities through long-term strategies, optimizing pre- and post-tax investment decisions. We analyze income streams, retirement impacts, and estate implications to create efficient tax frameworks. Clients benefit from proactive planning that preserves wealth for future generations.

Investment Planning

Investment Planning focuses on diversified, goal-aligned portfolios using a disciplined approach to asset allocation. We prioritize risk management and tax efficiency while adapting strategies to life changes. Regular reviews ensure investments remain aligned with evolving financial objectives.

Retirement Planning

Retirement Planning ensures sustainable income through lifecycle strategies addressing savings gaps, pension decisions, and healthcare costs. We develop phased implementation plans to transition clients seamlessly into retirement while safeguarding their financial legacy.

Estate Planning

Estate Planning secures your legacy through wills, trusts, and tax-efficient distribution strategies. We coordinate powers of attorney and healthcare directives to protect assets and ensure your wishes guide posthumous asset allocation.

Insurance Planning

Insurance Planning mitigates financial risks via life, disability, and critical illness coverage. We tailor policies to complement estate and retirement plans, ensuring protection against unforeseen events while aligning with broader wealth management goals.

People

Teresa Russell

Partner - Wealth Advisor

Teresa Russell combines strategic insight with client-focused service as a Partner and Wealth Advisor. Her expertise in wealth management drives personalized solutions for clients' financial goals.

Brian Sweeney

Partner - Wealth Advisor

Brian Sweeney, a CFP and Enrolled Agent, specializes in holistic financial planning. His 20+ years of experience guide clients through tax-efficient strategies and investment optimization.

Kevin Gray

Partner - Wealth Advisor

Kevin Gray leverages his CFP credentials to design retirement and estate plans. His approach prioritizes long-term client relationships and adaptive financial strategies.

Questions

What services does Russell Sweeney Wealth Management offer?

We provide tax planning, investment management, retirement strategies, estate planning, insurance analysis, and comprehensive financial planning tailored to individual goals.

How do you personalize financial plans?

We conduct in-depth consultations to understand your unique goals, risk tolerance, and timelines, then create adaptive strategies reviewed regularly for alignment.

Are your advisors certified professionals?

Yes, our team includes Certified Financial Planners (CFP), Enrolled Agents (EA), and specialists with industry-recognized credentials like LUTCF.

Do you work with out-of-state clients?

While based in Ohio and Pennsylvania, we serve clients nationwide through virtual consultations and digital collaboration tools.

How are your fees structured?

We use transparent fee structures aligned with services rendered. Specific costs are discussed during your complimentary initial consultation.

Can you help with retirement income planning?

Yes, we design sustainable retirement income strategies balancing withdrawals, tax efficiency, and longevity considerations to ensure financial security.

Reviews (6)

Write a Review

Dylan Walsh

Jun 02, 2021 Report

Positive:Professionalism,Responsiveness
Brian is great to work with. He is knowledgeable and very responsive. I would highly recommend!

Ariana Pappan

May 31, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Great group to work with. Highly recommend for someone looking to grow their wealth & get their financial planning in order. Im a business owner so having someone handle these things is a huge help and leaves me with more time to focus on my business.

Brylan Real Estate

May 29, 2021 Report

Positive:Value
These guys have helped us tremendously with our financial & estate planning. Very knowledgeable & timely.

Joe Rex

May 28, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Great team to work with. Quick to respond when we have any questions. Very thorough in all aspects of business. I would highly recommend.

Darrell Stanyard

May 22, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Brian Sweeney couldnt provide me with better service in all aspects. Efficient, prompt, friendly, the guy is even handsome and well dressed! My account has done amazing and Brian has made it extremely easy and seamless. 100% recommend!!

Bari Task

May 20, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
I had A wonderful experience, my phone calls and emails have extremely quick responses , and they answered all my questions that I had. Brian is wonderful to work with and highly recommend this company to anyone!