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, interests, and passions wherever they are today or will be 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 hard to understand what it takes to support you in achieving and maintaining the ultimate goal of living life on your terms. 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 over twenty-five years of 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
DISCOVER THE WAYS OF YOUR WEALTH
It’s one thing to have money, 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.