Jared Sweeney Client Advisor Mission Wealth

Jared Sweeney

In by Mission Wealth

Jared Sweeney Mission Wealth

Jared Sweeney

CFP®

Senior Wealth Advisor

Boston

(617) 227-4743

CONTACT JARED

Jared Sweeney

CFP®

Senior Wealth Advisor

Boston

(617) 227-4743

CONTACT JARED

"Having nearly two decades of experience in finance, my passion for helping clients stems from my mentor who taught me to prioritize their needs. I develop strong relationships with clients, crafting personalized solutions based on their unique backgrounds and aspirations, guiding them towards a successful financial future."

Jared Sweeney is an accomplished Senior Wealth Advisor at Mission Wealth, serving clients in Boston, Massachusetts and the surrounding Northeast community. Drawing on his extensive experience in developing comprehensive solutions for complex financial situations, Jared takes great pride in guiding his clients towards their financial goals and expertly navigating them through both calm and turbulent times. With a multi-disciplinary approach that emphasizes collaboration and innovation, Jared is committed to ensuring his clients' long-term financial success.

"Having nearly two decades of experience in finance, my passion for helping clients stems from my mentor who taught me to prioritize their needs. I develop strong relationships with clients, crafting personalized solutions based on their unique backgrounds and aspirations, guiding them towards a successful financial future."

Jared Sweeney is an accomplished Senior Wealth Advisor at Mission Wealth, serving clients in Boston, Massachusetts and the surrounding Northeast community. Drawing on his extensive experience in developing comprehensive solutions for complex financial situations, Jared takes great pride in guiding his clients towards their financial goals and expertly navigating them through both calm and turbulent times. With a multi-disciplinary approach that emphasizes collaboration and innovation, Jared is committed to ensuring his clients' long-term financial success.

Learn About Jared Sweeney

Professional Background

With over 15 years of experience in the financial industry, Jared Sweeney began his career at JPMorgan in New York City in 2006. After seven years in the city, he returned to his hometown of Boston, where he has since worked at premier private banks and boutique family offices. Through his diverse experiences, he has gained valuable insights and expertise that he utilizes in his role as a skilled Senior Wealth Advisor at Mission Wealth.

Jared has a Bachelor of Science from Rensselaer Polytechnic Institute in Economics. In 2019, Jared earned the CERTIFIED FINANCIAL PLANNER™ designation.

Personal Pursuits

Jared is a proud Boston native who resides in Walpole with his wife and two children. He has a deep passion for exploring the great outdoors of New England and finds solace in nature. When he's not exploring the region's natural wonders, he enjoys rooting for Boston's beloved sports teams and is a dedicated fan.

Community Impact

Jared is an active member of his local community, serving as a volunteer coach for his children's sports teams. He has also demonstrated his commitment to education by serving as the former Chairman of the Board for the BayState Learning Center, a non-profit organization in Dedham, Massachusetts.

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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