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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 the numbers, present viable options, and be honest. You want a true fiduciary and trusted partner who will serve as an anchor for your success today and in the future.


At Meenes Wealth Partners, we design our customized fee-only financial planning and evidence-based investment advisory services to align your money to your unique goals and resources. We will work to understand what it takes to support you in achieving and maintaining your goals. And, our complexity-based fee structure will enable you to retain more of your returns as your wealth grows. 


Jeffrey Meenes, CFP®, Founder and Principal Fiduciary Advisor has extensive financial education and many years of hands-on experience successfully partnering with clients. To learn more about how we help working professionals, pre-retirees, and retirees 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