Love working with Jared and Pat - they have helped me clean up a mess! Very pleased with portfolio rebalancing and performance and completion of a revocable living trust.
Jared Sweeney CFP®
Based in Boston, Jared helps individuals and families navigate complex financial situations through coordinated planning, personalized solutions, and long-term guidance.
Ways to Connect
Who Jared Typically Helps
Individuals and families with complex financial lives, established families seeking comprehensive guidance, clients who value close collaboration, households seeking personalized planning informed by private banking and family wealth experience.
Serving Clients in
Boston • Back Bay • Wellesley • Newton • Dedham • Walpole • Communities throughout Greater Boston and New England
Available nationwide through virtual meetings
Questions Jared Helps Answer
- How can I develop a comprehensive solution for a complex financial situation?
- How can I coordinate investments with my broader financial plan?
- How should my strategy adapt to changing market conditions?
- How can I organize long-term priorities for my family?
- How should my plan evolve through major life and financial changes?
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
Jared Sweeney is a Partner and accomplished Senior Wealth Advisor at Mission Wealth, serving clients in Boston, Massachusetts, and the surrounding New England community. Drawing on his extensive experience developing comprehensive solutions for complex financial situations, Jared takes great pride in guiding his clients toward their financial goals and expertly navigating them through calm and turbulent times. With a multi-disciplinary approach emphasizing collaboration and innovation, Jared is committed to ensuring his clients’ long-term financial success.
In 2025, Jared joined the Mission Wealth Partner group.
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’s Frequently Asked Questions
Jared begins by understanding each client’s background, priorities, and aspirations. He then develops personalized solutions around their financial circumstances and provides collaborative guidance through both calm and uncertain periods. Clients can expect a strong relationship centered on their needs, thoughtful coordination, and long-term financial priorities.
Professional Background
With over 15 years of experience in the financial industry, Jared Sweeney began his career at J.P. Morgan 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.
Request an introduction to Jared Sweeney.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Jared Sweeney and Mission Wealth may be the right fit to support your life and financial goals.
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Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor