Mission

Are you looking for a financial professional who is dedicated to helping his clients achieve their goals? Someone who is committed to managing risk and to enhancing clients’ wealth over time? A certified financial professional, with a Master of Science in Finance, who will work with you personally to develop a viable plan and work toward achieving desired results? An insightful person who has spent his entire professional life helping stakeholders make optimal financial decisions?

Consider the benefits of working with Jeffrey D. Meenes, MSF, CFP®, and Meenes Wealth Partners.

Benefit #1 – A long-term relationship based on mutual respect, trust and transparency

  • Your best interests always come first, because Meenes Wealth Partners is a registered investment advisory that will serve as your fiduciary – not a sales person for a company pushing products or a large firm that is more interested in the company’s bottom line than yours.
  • You’ll receive a customized plan that addresses your unique needs and client profile.
  • You’ll be working with a true partner, a personal CFO and money expert, dedicated to your life’s success.

Benefit #2 – Confidence in the advice and guidance you will receive

  • From day one, you’ll see the advantage of extensive business experience plus financial planning expertise.
  • Jeffrey will work with you to minimize tax liability while maximizing the probability of successful wealth protection and enhancement during the wealth accumulation phase of your life.
  • When it’s time to draw from your nest egg, you will benefit from a proven strategy for successful wealth harvesting during the decumulation phase of your life.

Benefit #3 – Investment advice based on sound foundations, not luck and hype

  • You’ll learn about and benefit from an evidence-based investment approach. Click on the tab below to learn more about Evidence-Based Investing.
  • You will never be pushed into a proprietary product set. Instead, you will have access to a universe of low-cost investment options with upside potential.
  • A professionally developed Investment Policy Statement will create alignment between your portfolio and a comprehensive, ongoing evaluation of your needs and goals.

Clients who benefit most from working with Meenes Wealth Partners are:

  • People who want to work with a true financial partner in an ongoing relationship
  • High earners who are saving aggressively with the goal of being financially independent earlier in life
  • Individuals and couples who already have accumulated wealth and want to ensure that their money lasts as long as they do
  • People who want a better way to manage investments and another level of financial planning – they want more out of life
  • Business professionals and executives, marketing and sales professionals, engineers and inventors, doctors and healthcare professionals, entrepreneurs and visionary leaders

Let's Get Acquainted

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

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Contact

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

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