Increasing Wealth and Managing Risk through Fee-Only, Independent, Fiduciary Financial Counsel
Meenes Wealth Partners is resolutely dedicated to helping sales professionals and executives reach their own unique financial goals, whatever they may be. Committed to our clients’ continued success, we work with each individual, couple, or family to build the appropriate financial framework to support their goals. After learning about you—your background, your needs, your short and long-term objectives—we’ll begin to devise an individualized plan that best manages your risks and resources while enhancing your wealth over time. In addition, we act as a sounding board for all things financial in our client's lives.
What to Expect with Meenes Wealth Partners
A LONG-TERM RELATIONSHIP BASED ON MUTUAL RESPECT, TRUST AND TRANSPARENCY
- Because Meenes Wealth Partners is a Registered Investment Advisory (RIA) firm operating according to the highest Fiduciary standard, you can be confident your best interests will always come first. The only bottom line we are concerned about is yours.
- You’ll receive a customized financial plan, and on-going implementation advice, that addresses your unique needs.
- You’ll be working with a true partner, a personal CFO and money expert, who will be continuously dedicated to your life’s success.
CONFIDENCE IN THE ONGOING ADVICE AND GUIDANCE YOU WILL RECEIVE
- From day one, you’ll experience the advantage of Jeffrey’s extensive business experience and financial planning expertise.
- Jeffrey will work with you to maximize the probability of successful wealth protection and enhancement during the wealth accumulation phase of your life, while minimizing your investment tax liability.
- When it’s time to draw from your nest egg, you will benefit from a proven strategy for successful wealth harvesting during the decumulation phase of your life.
SOUND INVESTMENT ADVICE BASED ON ACADEMIC FOUNDATIONS, NOT LUCK OR HYPE
- You’ll learn about and benefit from an evidence-based investment approach.
- You will never be pushed into a proprietary product set. Instead, you will have access to a universe of high-quality, low-cost investment options with significant upside potential.
- A professionally developed Investment Policy Statement will align your portfolio with an ongoing evaluation of your needs.
CLIENTS WHO BENEFIT MOST FROM WORKING WITH MEENES WEALTH PARTNERS ARE:
- Sales professionals and executives looking for a trusted partner to oversee and manage their wealth while they concentrate on meeting and exceeding business goals
- People who want to work with a true financial partner dedicated to their success both in and out of the advisory relationship
- High earners who are saving aggressively with the goal of being financially independent earlier in life
- Individuals and couples who have already accumulated wealth and who seek a financial planning and management approach that will enhance their quality of life for years to come