Your Financial Director
TS Wealth Advisors was founded on a simple belief: your financial professionals should be working together, not in silos.
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Tom Sweeney, ChFC®, CRPC®
Founder, TS Wealth Advisors
Tom Sweeney founded TS Wealth Advisors to help successful individuals and business owners bring clarity and coordination to their financial lives.
His focus is on helping clients align investment strategy, tax planning, retirement income, and estate considerations into a cohesive plan — ensuring every piece of your financial life works together, not in isolation.
Over the years, Tom has seen firsthand how successful business owners, pre-retirees, and retirees build impressive financial lives — only to have gaps form between the strategies their different professionals were creating independently. That experience drives the coordinated, Financial Director approach at the heart of TS Wealth Advisors.
Buddy
Chief Morale Officer
Every great team needs someone who keeps spirits high — and at TS Wealth Advisors, that's Buddy.
When he's not supervising beach operations or greeting clients with a wagging tail, Buddy ensures the office culture stays warm, welcoming, and stress-free. His specialties include unconditional support, long walks, and reminding everyone that the best things in life aren't on a balance sheet.
Why Coordinated Wealth Management Matters
A CPA focused on minimizing this year's tax bill. An attorney drafting estate documents without knowing the investment strategy. An advisor managing a portfolio disconnected from the tax plan. Each professional doing excellent work — but none of it coordinated.
That's the problem TS Wealth Advisors was built to solve. We act as your Financial Director — the person who sees the full picture and ensures every piece of your financial strategy is working in alignment.
Based in Maryland and serving the Mid-Atlantic region, we specialize in working with business owners, pre-retirees, and retirees whose financial lives are complex enough to demand real coordination.
What We Stand For
Coordination First
We don't just manage investments. We align every financial decision — taxes, estate, retirement — into one cohesive strategy.
Transparency Always
No hidden fees, no jargon, no surprises. We believe you deserve to understand every recommendation we make.
Relationship-Driven
We build long-term partnerships, not transactional relationships. Your success is our success — through every market cycle and life change.
Let's Start a Conversation
No obligation. No pressure. Just an honest conversation about whether coordinated wealth management is right for you.
Schedule a Complimentary Consultation