Why partner with Meenes Wealth Partners?

There are plenty of wealth managers to choose from across the Eastern Seaboard. Why might Meenes Wealth Partners be the right partner for you? Quite simply, we’re as passionate as you are about harnessing every ounce of energy your money has in store for you.

From the beginning …

Meenes Wealth Partners founder Jeffrey Meenes MSF, CFP® has always had a fire in his belly:

  • An entrepreneurial drive inherited from his grandfather (who taught him the wisdom of saving first and spending what remained)
  • Higher education from the University of Massachusetts at Amherst (bachelor’s in accounting, graduating with honors) and Boston College (master’s in finance, graduating as the youngest in his class)
  • Several career opportunities seized at an early age (entering a Fortune 500 boardroom and planning program for CEOs, CFOs and corporate executives at the tender age of 21)
  • Lessons from the school of hard knocks (a “latchkey kid,” growing up in a humble, hardworking household)

A fiercely fiduciary financial planner is born …

Jeffrey likely would have thrived in any of his early careers in accounting and corporate finance. But of all the positions he could have pursued, there was really only one that sparked his passion.

“It became clear that I could profoundly increase a family’s chance for financial success by introducing them to the fiduciary principles large corporations were already using. I wanted to be the one to bring this higher level of financial planning to my clients, stripped of the excessive costs, complexities and conflicts of interest individuals often face, when facing off against Wall Street.”

̶ Jeffrey Meenes, Meenes Wealth Partners

Mastering wealth management …

In 2009, Jeffrey founded Blueprint Financial Planning, to connect his seasoned professional financial experience with his personal ideals. In 2017, Jeffrey rebranded Blueprint as Meenes Wealth Partners, to better reflect the upfront and ongoing care called for in pursuit of building and preserving family wealth: financial planning, evidence-based investment management, tax planning, risk management, estate planning and, most of all, closely integrated alignment of all these components and more.

“Dedication cannot be taught in a classroom. Perseverance is not learned in a book. Wisdom cannot be bought for any price tag. These are the byproducts of living a life passionately committed to serving the financial community, growing and learning new things every day to help shape people’s futures.”

̶ Jeffrey Meenes, Meenes Wealth Partners

Remaining disruptive …

What’s next for Jeffrey Meenes? While serving as his clients’ “Personal CFO,” he maintains a keen interest in keeping Wall Street on its toes. For example, instead of basing his compensation on arbitrary “AUM” fees (assets under management) or conflicted commissions, Jeffrey prices each client relationship on the complexities involved. The result? Fair, balanced and transparently disclosed pricing, aligned with each client’s unique financial interests.

Click here to learn more about our founder Jeffrey Meenes.

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  • Phone:
    (508) 762-1678
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  • Mail:
       PO Box 2
       Shrewsbury, MA 01545

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