Retire With Confidence.
Delegate the Details.
Retirement planning and fiduciary investment management for people within 5 years of retirement or recently retired who don’t want to figure it all out alone.
WHY CLIENTS WORK WITH PAUL
A Fiduciary Partner Who Puts You First
As a fiduciary advisor, Paul is bound by law - and guided by principle - to act solely in your best interest.
That means no commissions, no hidden incentives, and no conflicts of interest.
Clients choose Paul for his clarity, commitment, and the ability to translate complex financial concepts into actionable strategies that align with your goals.
Fee-based fiduciary approach focused on transparency and trust
Personalized investment, retirement, and estate planning
Seamless coordination across tax, insurance, and wealth management
We're typically the right fit for clients who:
Are age 59-68 and within 5 years of retirement, or recently retired
Have $750k+ in retirement and investable assets
Want one dedicated team to help coordinate the big decisions
Want a fiduciary advisor, not a salesperson
Are concerned about taxes, income, Social Security, Medicare, and making the wrong financial move
What We Help With
The technical work that supports the bigger conversations.
Retirement Income Planning
Turn your portfolio into a paycheck designed to support your lifestyle for the next 25 to 30 years.
Investment Management
Delegate the day-to-day portfolio decisions to a fiduciary process aligned with your income needs, risk, and goals.
Tax Planning
Advanced tax strategies to help you keep more of what you earned.
Social Security Strategy
Decide when and how to claim Social Security in coordination with your broader retirement income plan.
Medicare and Healthcare Planning
Understand Medicare timing, coverage transitions, and healthcare-related costs that can affect retirement.
Estate and Legacy Planning
Coordinate estate documents, beneficiaries, and legacy goals with the rest of your financial plan.
The Retirement Questions Get Bigger as Retirement Gets Closer
As retirement approaches, the financial decisions become more connected, and the cost of mistakes can feel higher.
You may be wondering how all the pieces fit together and which decisions deserve attention first.
Do I have enough to retire?
How do I turn my retirement accounts into a paycheck?
How should my portfolio be managed now?
Which accounts should I draw from first?
When should I claim Social Security?
What should I do with my 401(k), IRA, or old employer plan?
How do I create income without constantly worrying about the market?
Our role is to help organize these decisions into a clear retirement strategy.
As a fiduciary wealth manager, I believe clients deserve advice that is aligned with their goals, values, and long-term well-being. Financial planning should create clarity, confidence, and coordination around the life you’re building, not pressure, confusion, or product-driven recommendations. That commitment is at the center of every relationship I serve.
Paul Sweeney
PARTNER | WEALTH MANAGER
EXPLORE RETIREMENT RESOURCES
Retirement Decisions Are Too Important to Guess On
Download one of our retirement guides to better understand the tax, income, and investment decisions that can shape your next chapter.
eBook
The Retirement Tax Bomb
Don’t let these hidden tax surprises blow up your retirement plans.
eBook
The Retirement Income Playbook
A comprehensive guide to building a retirement income strategy.
ABOUT WORKING WITH PAUL
Guidance Built on Experience, Clarity, and Long-Term Perspective
Paul Sweeney II, AAMS®, operates his independent Kingsview Partners practice in Steubenville, Ohio - his hometown and the place he and his family still call home today. He earned both his bachelor’s and master’s degrees from Kent State University and brings over 11 years of financial experience to Kingsview’s independent platform.
Before entering the financial services industry, Paul worked as a senior project manager in commercial construction, coordinating large-scale development projects. His professional path began even earlier during his military service, where he served as an infantry sniper with one deployment to Afghanistan.
Today, Paul specializes in retirement-focused financial planning and comprehensive wealth management, helping successful individuals and families navigate retirement income, tax efficiency, investment management, and long-term legacy planning with greater confidence and clarity.
“Financial planning should reduce fear and uncertainty - helping people move forward with structure, clarity, and confidence.”
Paul Sweeney II, AAMS®
Partner | Wealth Manager
Office Location: Steubenville, OH
Phone: (740) 314-0777
Email: [email protected]
Life Outside the Practice
Outside the office, Paul’s time is centered around his wife, Kayla, and their four children: Micah, Olivia, Ava, and Elly. Together, they enjoy traveling, exploring new cultures, and spending time outdoors. Paul also trains in Brazilian Jiu-Jitsu and has a long-standing interest in architecture, art, reading, and music.
NEXT STEP
See How Prepared You Really Are for Retirement.
Take the Retirement Readiness Quiz to uncover potential gaps, identify opportunities, and better understand the financial decisions that could shape your retirement years.
© 2026 Kingsview Partners. All rights reserved.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Investment advisory services are offered through Kingsview Wealth Management ("KWM"), an SEC Registered Investment Advisor. Insurance products and services are offered and sold through Kingsview Trust and Insurance Services ("KTI") and individually licensed and appointed insurance agents.