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FIDUCIARY FEE-ONLY FINANCIAL PLANNING AND INVESTMENT MANAGEMENT

Committed to Your Financial Well-Being


Schedule A Confidential ComplImentary Conversation Now

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


COMMITTED TO YOUR FINANCIAL WELL-BEING