When it comes to your money and your financial future, you need someone who will assess your situation thoroughly, present viable options, and provide honest guidance. You want a true fiduciary who will serve as a trusted partner for your success today and in the future.
At Meenes Wealth Partners, we offer a range of services, from ongoing financial advice and comprehensive investment management to more focused personal financial planning projects. Our fee-only financial planning and evidence-based investment advisory services are custom-tailored to align your financial resources with your specific goals. Furthermore, our complexity-based fee structure, enables you to retain more of your returns as your wealth grows.
Jeffrey Meenes, CFP®, Founder, and Principal Fiduciary Advisor, brings a wealth of formal financial education, industry knowledge, and hands-on experience to the table. Whether you're a retiree, pre-retiree, or a working professional, we're here to assist you both locally in the Shrewsbury, MA, and greater Worcester areas and virtually across the country. To discover how we can help you achieve your financial goals and build a more secure financial future, schedule an initial, complimentary, and confidential conversation today.
INTRODUCTION - JEFFREY D. MEENES, CFP®
WHY OUR FIDUCIARY APPROACH WORKS
HOW EVIDENCE-BASED ADVICE CAN HELP YOU