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Meenes Wealth Partners
Meenes Wealth Partners provides flat-fee fiduciary planning for pre-retirees and retirees. The firm helps clients navigate retirement decisions such as...
Overview
Meenes Wealth Partners provides flat-fee fiduciary planning for pre-retirees and retirees. The firm helps clients navigate retirement decisions such as Social Security, income planning, taxes, and investment strategy, with advice built around what clients need rather than asset size. Every client works directly with the founder throughout the relationship.
General information
Firm type
RIA
Year founded
2009
Location
City
Shrewsbury
Principals
Jeffrey Meenes
CFP®, Founder
Jeffrey D. Meenes
CFP®
Frequently asked questions
What sectors does Meenes Wealth Partners invest in?
No sector focus is disclosed in public materials. The firm has not confirmed any thematic or geographic investment priorities.
Does Meenes Wealth Partners make direct investments or fund commitments?
Its investment approach is unknown. No deal activity, fund commitments, or co-investments have been reported in public sources.
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