Jeffrey Meenes
- CFP®
Meenes Wealth Partners
Shrewsbury, MA
Contact Jeffrey
Jeffrey can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Jeffrey specializes in
- Early Retirement
- Financial Independence
- Couples
- Have Children or Dependents
Expertise
- Investment Analysis and Planning
- SRI or ERI
- Portfolio Management
- Portfolio Guidance
- Retirement Planning
- Social Security Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Insurance and Risk Management
- Medicare Insurance Planning
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Budgeting
- Debt Management
- Saving and Investing for College
- Financial Behavior and Wellness Education
- Life Event Planning
- Windfall Planning
- Real Estate Planning
- Family Office Services
- CFO Services
About
Jeffrey D. Meenes, CFP® offers a wealth of financial planning and investment experience to a select number of motivated and discerning sales professionals and executives.
Jeffrey received his Master of Science in Finance from Boston College, and a Bachelor's degree Cum Laude in Accounting, from the University of Massachusetts at Amherst. He completed his studies in Personal Financial Planning at Boston University before earning his CERTIFIED FINANCIAL PLANNER™ designation.
Jeffrey has served in a variety of wealth management capacities, providing solutions to individuals, families, and businesses alike. Jeffrey is a staunch advocate of The Fiduciary Standard, which mandates the highest ethical standards for his profession.
He believes financial planning is a valuable tool that serves the needs and well-being of his clients. He has been featured in the Worcester Business Journal (WBJ) citing his client advice and perspective on financial planning.
Jeffrey is a Massachusetts Registered Investment Advisor and holds a Series 66 license with The National Association of Securities Dealers. He is a member of The National Association of Personal Financial Advisors and holds an Educator's License in Mathematics from the Massachusetts Department of Education.
Jeffrey lives in Shrewsbury, Massachusetts, with his wife Nataly and their two children. He currently serves as a volunteer member of the Board of Trustees at the Shrewsbury Montessori School. When not working, Jeffrey enjoys travel, being outdoors, reading, and tennis, but Jeffrey truly favors spending time with his family above all else. If you feel Meenes Wealth Partners might be a good fit for you, contact Jeffrey directly to get acquainted.