Joe Sweeney

Joe Sweeney is Managing Partner and Director of Business Solutions at Cornerstone Wealth Group, LLC, based in San Francisco, CA. In this leadership role, he specializes in providing comprehensive, tailored financial solutions to small and medium-sized business owners, focusing on business exit strategies, retirement planning, and risk management. His expertise is centered on helping entrepreneurs and closely held family businesses maximize enterprise value, execute successful transitions, and align their personal legacy with strategic financial planning.

Sweeney’s investment focus covers private business transitions, retirement plan design, insurance and risk management, and advanced wealth planning for business owners. He is recognized for guiding clients through complex business exit processes, addressing succession, legacy preservation, and multi-generational wealth strategies. In addition to his role at Cornerstone, he serves on the Board of Advisors at Green Visor Capital Management, contributing insights on growth-stage private equity and venture investments.

Sweeney holds degrees from Stanford University and the Stanford Graduate School of Business, bringing over four decades of experience in financial advisory roles including with LPL Financial and other wealth management firms. Notably, he is an Accredited Investment Fiduciary (AIF®) and BEI Certified Exit Planner, reflecting his deep commitment to fiduciary standards and sophisticated planning for business owners and their families.