Jeffrey Meenes's Contact Details

Jeffrey Meenes's Company Details

Meenes Wealth Partners

Shrewsbury, MA, us • Not Available Employees
Financial Services

Fiduciary Fee-Only Financial Planning and Evidence-Based Investment Management. We help Working Professionals, Pre-retirees, and Retirees align their money their life.Meenes Wealth is a fiduciary, fee-only wealth management firm dedicated to helping clients reach the financial milestones that allow them to live life on their own terms. When we work with clients, we serve as their fiduciary, in a legally binding relationship in which we are obligated by law to act in our clients' best interest.At Meenes Wealth, we believe that each client's financial picture is complex, a unique portrait of decisions made over time. This is why the firm operates on a complexity-based, fee-only compensation structure. Instead of basing fees on a percentage of your Assets Under Management (AUM), each client relationship is priced per the actual complexities involved. This model affords us the freedom to offer personally tailored, cost-effective, evidence-based advice, which lends to a higher probability of sustaining and increasing our clients' wealth.Services include, but are not limited to:-Financial planning-Retirement planning-Evidence-based Investment Advisory-Tax planning-Estate planning-Risk & insurance planningTo learn more please visit us at:meeneswealthpartners.com