Patrick M. Sweeney & Associates, Inc

Patrick M. Sweeney & Associates, Inc. is a registered investment advisor founded in 2001, located in Libertyville, Illinois. The firm specializes in providing personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. They offer services such as cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Clients maintain control over their assets, and the firm places trades under a limited power of attorney. The minimum new account size is $500,000, with exceptions for certain cases. Investment strategies include options, long-term purchases, short-term purchases, and more. The firm charges fees based on a percentage of assets under management, hourly charges, and fixed fees. They do not receive commissions or compensation from brokerage houses. Clients receive quarterly updates and periodic reviews. The firm's principal owner, Patrick M. Sweeney, is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). John G. Ferguson, also a CFP®, serves as Vice President and Associate. The firm maintains strict confidentiality and information security measures. Clients are encouraged to compare account statements and performance reports. Patrick M. Sweeney & Associates, Inc. does not vote proxies on securities and does not receive any portion of trading fees.