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 planning
To learn more please visit us at:
meeneswealthpartners.com
Company Details
- Employees
- 2
- Founded
- -
- Address
- 8 Coachman Ridge Road, Shrewsbury,ma 01545,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Wealth Management, Retirement Planning, Investment Management, Insurance and Estate Planning.
- HQ
- Shrewsbury, MA
Meenes Wealth Partners Questions
Meenes Wealth Partners's website is http://www.meeneswealthpartners.com
Meenes Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/meenes-wealth-partners
Meenes Wealth Partners has
2 employees.
View email and phone details for 2
employees at Meenes Wealth Partners.
Meenes Wealth Partners's industry is
Financial Services
Meenes Wealth Partners's top competitors are
Private Wealth Services, Llc,
Shorehaven Wealth Partners,
Sparta Wealth Partners,
Private Wealth Advisers Llc,
Pathway Partners Wealth Advisors,
Miser Wealth Partners, Llc,
Strategic Wealth Partners (Swp),
Veris Wealth Partners,
Hb Financial,
Revolve Wealth Partners.
Meenes Wealth Partners's categories are Financial Services
Meenes Wealth Partners's founding year is 2009
