Increasing Wealth and Managing Risk through Fee-Only, Independent, Fiduciary Financial Advice
Meenes Wealth Partners is dedicated to helping working professionals, pre-retirees, and retirees maintain and achieve their own unique financial goals, whatever they may be. We work with clients to build an appropriate financial plan and investment management framework. After learning about you—your background, needs, short and long-term objectives—we’ll begin to devise a customized 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 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 customized financial planning advice, and on-going implementation advice should you desire, that addresses your unique needs. We also provide investment advisory services and ongoing management.
- You’ll be working with a trusted partner, and money expert, who will be dedicated to your success.
CONFIDENCE IN THE ONGOING ADVICE AND GUIDANCE YOU WILL RECEIVE
- From day one, you’ll experience the advantage of Jeffrey’s extensive financial planning and investment management 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 helping to minimize your investment tax liability.
- Should you desire assistance when it’s time to draw from your nest egg, you will benefit from a proven strategy for successful wealth harvesting during this 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, cost-efficient 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:
- Retirees, individuals and couples who have already accumulated wealth and who seek an ongoing financial planning and investment management approach that will enhance their quality of life now and for years to come
- Pre-retirees and working professionals looking for a trusted partner to oversee and manage their wealth while they concentrate on meeting and exceeding their professional goals
- Aggressive savers with the goal of being financially independent earlier in life
- People who want to work with a true financial partner dedicated to their success both in and out of the advisory relationship