Sweeney & Michel, LLC provides comprehensive wealth management through wrapped accounts, along with standalone financial planning and consulting services. Founded in 2016 and based in Chico, California, the firm is owned by Renee Michel and Joseph Sweeney. Sweeney & Michel helps individuals, high net worth individuals, trusts, estates, and business owners navigate their financial lives, tailoring services to each client's specific risk tolerance, time horizon, and goals. The firm's planning services cover retirement planning, estate planning, charitable giving, education funding, tax strategies, real estate analysis, and debt evaluation. Additionally, Sweeney & Michel offers retirement plan consulting services to employer plan sponsors.
Fee Structure
Sweeney & Michel offers comprehensive wealth management through a bundled wrap fee program. Complete details regarding the investment management fee structure and wrap program are provided in a separate wrap fee program brochure.