When it comes to your money and your financial future, you want someone who will look hard at your situation, present viable options, and be honest. You want a fiduciary who will serve as a trusted partner for your success today and in the future.
At Meenes Wealth Partners, we can assist you in a variety of ways from a limited scope one-time financial planning project to on-going financial advice inclusive of investment management. We design our customized fee-only financial planning and evidence-based investment advisory services to align your money to your specific goals and resources. And, our complexity-based fee structure should enable you to retain more of your returns as your wealth grows.
Jeffrey Meenes, CFP®, Founder and Principal Fiduciary Advisor has extensive financial education, knowledge and an abundance of hands-on experience successfully partnering with clients. To learn more about how we help retirees, pre-retirees, and working professionals both virtually across the country and locally in the Shrewsbury, MA, and greater Worcester areas, schedule an initial complimentary confidential conversation now.
INTRODUCTION - JEFFREY D. MEENES, CFP®
WHY OUR FIDUCIARY APPROACH WORKS
HOW EVIDENCE-BASED ADVICE CAN HELP YOU