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Customized Fiduciary Wealth Management for Sales Professionals


Schedule A Confidential ComplImentary Conversation Now

As a talented sales professional, you know that success demands a great deal of hard work and perseverance. You’ve spent years harnessing your vision and drive to reach and surpass your business goals. Your time is valuable, and there just aren’t enough hours in the day to research the best financial planning and investment practices, execute them on your own, and continuously monitor their performance. Perhaps your sales goals are taking precedence over retirement planning or defining long-term financial goals.


Jeffrey Meenes, CFP®, the founder and principal advisor of Meenes Wealth, specializes in helping both working and retired sales professionals and executives throughout the country build financial plans that specifically take into account the high pressures, potential job volatility, time demands, and variable compensation structures inherent in the profession.


With over twenty years of experience providing financial solutions to high performing sales professionals and executives across nearly every industry sector, Jeffrey understands what it takes to support you in driving growth through sales to achieve the ultimate goal of living life on your own terms.


And with a unique, complexity-based fee structure, Meenes Wealth enables you to retain more of your returns as your wealth grows. Follow the link to learn more about Meenes Wealth’s Complexity-Based model.


When it comes to your money and your financial future, you want someone who will look hard at the numbers, present viable options, and give you the honest truth. You want a trusted partner who will serve as an anchor for new and ever-increasing levels of success, wherever those interests and passions are today or will be in the future.


If this sounds like you, Meenes Wealth may be the right partner for you.


To learn more about how we partner with a select group of sales professionals and executives 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


DISCOVER THE WAYS OF YOUR WEALTH

It’s one thing to have wealth, or be a person of means, but the true reward is realized when you position your wealth to enhance your life and secure a sound financial future.