Meenes Wealth Partners
I started my business to build a different kind of financial services company, to serve a handful of clients who wanted transparency, evidence-based counsel, and personal involvement. I wanted to help people achieve their financial goals and live life on their own terms.
Your financial picture is complex, a unique portrait of decisions made over time. Which is why I favor complexity-based, fee-only compensation. My fees are based on your financial needs, requirements and goals. Not assets under management, commissions stock purchases, transaction fees, or referrals.
The financial industry thinks this model is disruptive. My clients, however, love it. I have the freedom to offer tailored, cost-effective, evidence-based advice. Which has a higher probability of sustaining and increasing your wealth.
A Wealth Advisor: At this stage, it’s what you really need.
You want to make as much money on your assets as you can. But at this point in your successful life, that’s not your only concern. What you need is a Personal CFO, a Wealth Advisor with the expertise to review your whole financial profile.
How educated or qualified is the person you’re taking advice from now?
With extensive experience providing financial solutions, I have the expertise to do the worrying and management for you. But I also have the education. Unlike most investment brokers, whose background amounts to what they learned in a sales-training program, I’m a CERTIFIED FINANCIAL PLANNER™, with a Master of Science degree in Finance from Boston College, and a Bachelor's degree in Accounting from the University of Massachusetts, Amherst. Services include:
-Risk & insurance planning