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Blog

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How to Dive into Business Succession Planning: 10 Key Questions

Apr 29, 2025
Categories
Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many...
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Market Volatility and The SFM Perspective

Apr 10, 2025
Market Volatility and Our Perspective April 8, 2025 Last week, the stock market experienced a sharp and sudden decline...
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SFM Observer- March 2025

Apr 8, 2025
March 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS
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Two people working at a table in an office using a calculator.

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Mar 24, 2025
Categories
Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each...
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SFM Observer- February 2025

Mar 11, 2025
SFM OBSERVER February 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: March 5, 2025 The Dow...
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From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Mar 3, 2025
Categories
Lifestyle
What financial habits have helped you most in life? Which ones have held you back? No matter how you answer those...
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SFM Observer- January 2025

Feb 12, 2025
SFM OBSERVER January 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: February 12, 2025 The...
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Planning for the Future: Essential Steps to Secure Your Retirement

Jan 29, 2025
Categories
Retirement
Savings
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running...
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SFM Observer- December 2024

Jan 8, 2025
SFM OBSERVER December 2024 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: January 7, 2025 The Dow...
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7 Milestones At Age 50 & Above

Dec 31, 2024
Categories
Retirement
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s...
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SFM Observer- November 2024

Dec 10, 2024
SFM OBSERVER November 2024 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: December 5, 2024 The...
Read More
A grove of orange trees.

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Nov 27, 2024
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel...
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Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact Us 

About Us

SFM, LLC was founded by Glenn Sweeney in 1998 to help individuals, families, and small businesses obtain objective, unbiased, and honest financial advice. Glenn spent the first seven years of his career working for a large, New Hampshire CPA firm before he decided to migrate from accounting to finance. He went on to spend the next ten years as the Vice President of Denmor Companies where he managed a multimillion dollar investment account for a wealthy entrepreneur. From here, he earned his CFA Charter and founded SFM; that was nearly nineteen years ago. Since the inception of SFM, Glenn has assembled a trustworthy team of financial professionals to support him in providing clients with financial stability.

Questions? Get in touch

Contact Info

Address:

575 Front Street
Manchester, NH 03102
United States

Phone:

(603) 625-8400

Fax:

(603) 625-8484

Email:

cjune@sfmllc.net

     

SFM, LLC ("SFM") is a registered investment advisory firm with New Hampshire, Massachusetts, and Florida. SFM and its representatives are in compliance with current registration and/or filing notice requirements. SFM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusions from registration requirements. SFM's web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, SFM's web site on the Internet should not be construed by any consumer and/or perspective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Additional information is also available on the internet at www.adviserinfo.sec.gov. Our searchable IARD number is 116564. A copy of SFM's Part 2 of Form ADV is available upon written request. SFM does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to SFM's web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

© 2025 Sweeney Financial Management, LLC All rights reserved.