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Investment Management

Meenes Wealth Partners provides fee-only comprehensive financial planning and investment management services to a select group of individuals and families, helping them achieve their financial objectives so they can live the life they want to live. During the discovery process, Jeffrey Meenes focuses on getting to know everything about you, going well beyond the financial statements and accounts. What makes you tick? What are your dreams, passions and priorities? How do you live your life? With an understanding of what’s important to you, he can focus on designing a plan and implementing an investment strategy to help you get where you want to be.

The planning process may include some, or all, of the following:

  • Cash flow and budget analysis
  • Investment Risk profile
  • Insurance and risk management review
  • Estate planning
  • Education funding strategies
  • Mortgage analysis and refinancing decisions
  • Tax planning strategies
  • Employee benefit plan review

Toward the end of the planning process, the investment strategy will be finalized and an explicit Investment Policy Statement created that will drive the portfolio implementation. Ongoing monitoring will ensure that the portfolio remains balanced and appropriately diversified.

Meenes Wealth Partners recognizes that not all clients have the same needs, or the same level of financial complexity. While we conduct regular plan and portfolio reviews with every client, we tailor the frequency of meetings and scope of work for each individual client.

As a member of the National Association of Personal Financial Advisors (NAPFA), Meenes Wealth Partners adheres to the fiduciary standard and has signed NAPFA’s Fiduciary Oath. We are compensated exclusively by the client and do not receive any other compensation or remuneration that is contingent on the purchase or sale of a financial product.