I founded Meenes Wealth Partners in 2009 and built it from scratch — one relationship at a time — because I saw too many hardworking people getting conflicted advice at the exact moment they needed honest guidance most. 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 my clients face — when to claim Social Security, how to draw income, how to manage taxes across multiple accounts, how much risk to carry — are interconnected, high-stakes, and often irreversible. 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.
I've always found the most meaningful part of this work is helping people feel confident enough to actually enjoy what they've spent decades building. The spreadsheet matters, but so does the peace of mind that comes from knowing someone is paying close attention.
When you call Meenes Wealth Partners, you get me. There's no team you get handed off to, no junior advisor running your review. I know your plan, your family, your history. Every conversation picks up where the last one left off. I keep my client base small so every relationship gets the attention it deserves.
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.