Before founding Meenes Wealth Partners, I spent roughly fifteen years in corporate finance, after beginning my career in accounting and earning a master's degree in finance. That experience shaped how I think about financial decisions. In business, a decision rarely stands alone — taxes affect cash flow, cash flow affects investment choices, and every choice carries downstream consequences.
I've found the same to be true in retirement. Social Security, taxes, investment strategy, retirement income, and estate planning all interact with one another, and the value is usually in how they're coordinated, not in any one of them alone. I built Meenes Wealth Partners to help people navigate those decisions in an integrated way, and I intentionally designed the practice so that every client works directly with me throughout the relationship.
I founded Meenes Wealth Partners in 2009 and built it from scratch — one relationship at a time — because I wanted to build a firm where advice could be centered entirely on the client's best interests. I didn't inherit a client list or a family business. No one in my family worked in finance.
Today I work exclusively with pre-retirees and retirees. The decisions surrounding retirement are high-stakes and often irreversible, and getting them right requires more than a portfolio review. It requires someone who will take the time to understand your full picture and build a plan around your life, not a template. That's what I do.
Every plan starts with listening. Before I open a single spreadsheet, I want to understand what matters to you — your goals, your concerns, your family, and the retirement you're trying to build. The financial strategy follows from there.
The most rewarding part of my work is helping people feel confident enough to enjoy what they've spent decades building.
When you call Meenes Wealth Partners, you work directly with me. There are no handoffs to junior advisors or relationship managers. I know your plan, your family, and your history, and every conversation builds on the last. I never set out to build the biggest advisory firm — I set out to build one where every client knows exactly who they're calling, and every recommendation reflects your full financial picture.
The goal is not just better outcomes, but a more organized and manageable financial life.
Credentials:
- Certified Financial Planner (CFP®)
- Master of Science in Finance, Boston College
- Bachelor of Science in Accounting, Cum Laude, University of Massachusetts at Amherst
- Series 66 License
- Massachusetts Registered Investment Advisor
I live in Shrewsbury, Massachusetts, with my wife and two children. When I'm not working, I enjoy spending time with my family, traveling, skiing, the outdoors, reading, and tennis.
If you feel Meenes Wealth Partners might be a good fit, schedule an introductory call to start the conversation.