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Jeffrey Meenes

Video Transcripts

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Introduction - Jeffrey Meenes

[music]

Jeffrey Meenes: Hello. I'm Jeffrey Meenes, president and fiduciary wealth advisor at Meenes Wealth Partners.

I started my financial services firm to help...

[music]

Jeffrey Meenes: Hello. I'm Jeffrey Meenes, president and fiduciary wealth advisor at Meenes Wealth Partners.

I started my financial services firm to help clients who wanted objective advice, evidence-based counsel, transparency, and personal involvement from a veteran advisor. I wanted to help people achieve their financial goals and live the life they desire on their own terms.

You see, your financial picture is complex. A unique portrait of the decisions you've made over time, which is why we favor a complexity-based fee-only comprehensive financial planning and investment management advice.

My firm and I serve as your fiduciary in a legally binding relationship in which we are obligated by law to act in your best interest. Because we are your fiduciary, we offer independent objective advice basing our services on a mutual estimation of need and not your total assets under management.

A complexity-based approach results in more cost-effective advice, more objective solutions, and leads to a higher probability of achieving your goals. It also leads to the likelihood of sustaining and increasing your wealth over time. The financial industry thinks this model is disruptive. My clients, however, think this is exactly what they've been missing.

As a certified financial planner with more than 20 years of experience providing comprehensive solutions to wealthy individuals, families, and businesses, I have the expertise to do the worrying and money management for you.

In short, I can serve as your personal CFO and wealth counselor to help you keep what you've accumulated, make good decisions in all areas of your finances, and continue to build or sustain wealth for the future.

To learn more about Meenes Wealth Partners or to schedule a free consultation, please visit meeneswealthpartners.com or call us at 508-762-1678.


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How Evidence-Based Advice Helps My Clients - Jeffrey Meenes

[music]

Jeffrey Meenes: Hello. I'm Jeffrey Meenes, President and Fiduciary Wealth Advisor at Meenes Wealth Partners. I'd like to tell you how our financial advice...

[music]

Jeffrey Meenes: Hello. I'm Jeffrey Meenes, President and Fiduciary Wealth Advisor at Meenes Wealth Partners. I'd like to tell you how our financial advice and investment philosophy differentiates us from conventional financial advisors.

To help our clients determine where they can get the best returns on their investments, we use a not-so-secret weapon. It's called science. In other words, we implement evidence-based advice and investment management.

By looking at the complete history of the financial markets, and the comprehensive information relevant to your financial picture, we make the best financial and investment decisions for your unique situation. Instead of chasing the latest hot stock or blindly following the conventional wisdom in media trends, we apply financial research and knowledge to give our clients an edge.

For example, to evaluate your investments, we apply a concept called Modern Portfolio Theory, developed by Nobel Prize winning economists and financiers. This approach enables us to construct portfolios to optimize or maximize expected return, based on an acceptable level of market risk, realizing that market risk is an inherent part of a higher reward.

This means we invest your resources optimally, taking an appropriate level of risk for your unique situation while not leaving potential returns on the table. Research shows that when you invest based on evidence rather than the latest news, you'll do better in the long run.

Taking an evidence-based approach to advising moves the focus away from security selection, and moves it toward helping clients achieve long-term goals.

Armed with that evidence, we lean client portfolios towards the parts of the market that will increase the chances of outperforming in the long-term. We do more for our clients than just manage their investment portfolios.

To learn more about Meenes Wealth Partners, or to schedule a free consultation, please visit meeneswealthpartners.com or call us at 508-762-1678.


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Why Our Approach Works - Jeffrey Meenes

[music]

Jeffrey Meenes: Hello. I'm Jeffrey Meenes, President and Fiduciary Wealth Advisor at Meenes Wealth Partners. I'd like to explain what distinguishes us from conventional...

[music]

Jeffrey Meenes: Hello. I'm Jeffrey Meenes, President and Fiduciary Wealth Advisor at Meenes Wealth Partners. I'd like to explain what distinguishes us from conventional investment brokers. First, and this is the most important difference, we serve as your fiduciary in a legally binding relationship. We are obligated by law to act in your best interest at all times.

When clients work with us, we develop a true partnership right from the beginning. One major reason is that we have no hidden agendas and we receive no hidden fees. Everything we do is transparent. You'll quickly learn that our only goal is to help you protect and grow your assets, and improve your long-term financial well-being.

We work as your comprehensive planner to ensure that your entire financial life is based on a plan that can be reasonably adapted over time. Because I'm a certified financial planner, I'm often asked for advice on a wide range of topics. That's great. Maybe, you need help negotiating the purchase or sale of a home, or determining the tax impact on changes to your investment holdings.

Perhaps, you'd like to explore ways to improve your lifestyle while still working or enhance the quality of life in your retirement. The list is endless. I take pride in exceeding the range of services in a typical investment-management relationship. In short, my clients hire me to be their chief financial officer to advise them in all their financial affairs.

I make a point of getting to know my clients at a deeper level. As a result, my fees are based on the complexity of a client's situation rather than the client's asset level. Fee-only complexity-based compensation allows me to offer more comprehensive services at a fairer price.

By charging differently than other advisors, I'm able to save clients money and provide them with a higher level of service. To learn more about Meenes Wealth Partners or to schedule a free consultation, please visit meeneswealthpartners.com or call us at 508-762-1678.

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