Jeffrey Meenes, CFP® 

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, job volatility, time demands, and variable compensation structures inherent in the sales profession. 

With over twenty years providing solutions to high performing sales professionals and executives across nearly every industry sector—from High-technology to Biotech/Pharma, manufacturing to management consulting—Jeffrey understands what is 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 fee model. 

When it comes to your money and your financial future, you want a fiduciary 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.

FROM THE BEGINNING...

• He inherited his entrepreneurial drive from his grandfather, who taught him the wisdom of saving first and spending what remained. 
• As a “latchkey kid” who grew up in a humble, hardworking household, Jeffrey learned to appreciate the value of keeping one’s nose to the grindstone at a very young age. 
• He pursued higher education, earning a Bachelor of Science in Accounting from the University of Massachusetts at Amherst and a Master of Finance degree from Boston College where he was the youngest graduate in his class. 
• Jeffrey seized several career opportunities at an early age, entering a Fortune 500 boardroom and planning program for CEOs, CFOs, and corporate executives at the tender age of 21. 
• Jeffrey has been immersed in the sales world since the beginning of his career and understands the industry from multiple perspectives. For over twenty years, he has assisted successful sales professionals and executives in making optimal financial decisions. In 2008, he transitioned from corporate financial planning to help individuals and families enhance their personal finances. 

A FIERCELY FIDUCIARY FINANCIAL PLANNER IS BORN

Jeffrey likely would have thrived in any of his early careers in accounting and corporate finance. But of all the positions he could have pursued, there was really only one that sparked his passion—financial planning and wealth management.

It became clear that I could profoundly increase a family’s chance for financial success by introducing them to the fundamental fiduciary principles necessary to build wealth. I wanted to be the one to bring this higher level of financial planning to my clients, stripped of the excessive costs, complexities and conflicts of interest individuals often face, when facing off against Wall Street.

 ̶ Jeffrey Meenes, Meenes Wealth Partners

MASTERING WEALTH MANAGEMENT

In 2009, Jeffrey founded Blueprint Financial Planning, to connect his seasoned financial experience with his personal ideals. In 2017, he rebranded Blueprint as Meenes Wealth Partners, to better reflect the upfront and continuous care called for when building and preserving family wealth: individualized financial planning, evidence-based investment management, tax planning, risk management, estate planning, and the strategic alignment of each. Jeffrey continues to apply his expertise to support sales professionals and executives build and preserve wealth with the goal of living life on their own terms.