Meenes Wealth Partners
Financial Services • 
Shrewsbury, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 8 Coachman Ridge Road, Shrewsbury, MA 01545, US |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, Investment Management, Insurance And Estate Planning |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Key Contact at Meenes Wealth Partners
Jeffrey D. Meenes
Founder and Fiduciary Financial Advisor
Meenes Wealth Partners Email Formats
Meenes Wealth Partners uses 1 email format. The most common is {first initial} (e.g., j@meeneswealthpartners.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@meeneswealthpartners.com | 100% |
About Meenes Wealth Partners
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
Meenes Wealth Partners revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Meenes Wealth Partners has never raised funding before.
Meenes Wealth Partners Tech Stack
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