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Meenes Wealth Partners
Shrewsbury, MA

Jeffrey Meenes

CFP®, MSc
Score:
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Meet Jeffrey

Introduction - Jeffrey Meenes
Introduction - Jeffrey Meenes
How Evidence-Based Advice Helps My Clients - Jeffrey Meenes
How Evidence-Based Advice Helps My Clients - Jeffrey Meenes
Why Our Approach Works - Jeffrey Meenes
Why Our Approach Works - Jeffrey Meenes
Video Transcripts

As the founder and principal financial advisor of Meenes Wealth Partners, a fee-only, fiduciary wealth management firm, I build customized financial plans and investment portfolios for both working and retired sales professionals. The advice I provide specifically takes into account the high pressures, job volatility, time demands, and variable compensation structures inherent in the sales profession. I work locally with clients in the Shrewsbury, MA area as well as virtually…

As the founder and principal financial advisor of Meenes Wealth Partners, a fee-only, fiduciary wealth management firm, I build customized financial plans and investment portfolios for both working and retired sales professionals. The advice I provide specifically takes into account the high pressures, job volatility, time demands, and variable compensation structures inherent in the sales profession. I work locally with clients in the Shrewsbury, MA area as well as virtually throughout the country.

My chief goal is to help both working and retired sales professionals and their families reach the financial milestones that allow them to live life on their own terms.

With over twenty years of experience providing business and financial solutions to high-level sales executives, I do the worrying and money management for you.

Credentials

  • CERTIFIED FINANCIAL PLANNER™

  • Master of Science in Finance from Boston College

  • Bachelor's degree Cum Laude in Accounting, University of Massachusetts at Amherst

  • Massachusetts Registered Investment Advisor (RIA)

  • The National Association of Securities Dealers, Series 66 Holder

  • National Association of Personal Financial Advisors (NAPFA) Member

  • Massachusetts Department of Education License in Mathematics

I reside in Shrewsbury, Massachusetts, with my wife Nataly and our two children. When I’m not working, I enjoy traveling, being outdoors, golf, and tennis, but truly favor spending time with my family above all else.

Please feel free to contact me directly with any questions.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs
Families

Fee structure

Flat Fee/Retainer
Other

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors

Education

MSc - Boston College
BA - University of Massachusetts-Amherst
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