Meanix Robustelli Wealth Management Group

Planning Your Peace of Mind

 

Our mission is to help successful individuals, professionals, families and businesses claim their financial freedom and achieve peace of mind.


There is no greater wealth in this world than peace of mind. We help our clients simplify their financial lives and bring them closer to achieve that peace for today and tomorrow through lasting meaningful relationships based on trust and integrity.

We deliver wealth management services for successful individuals, families, professionals and business owners over multiple generations so that they might achieve their goals, dreams and ambitions. We take the time to understand the unique challenges each and every client faces and are committed to assist, guide, educate and empower them for the long term utilizing credentialed advice, tailored investment strategies and a highly personalized service.

James H Meanix, CFP®, CLU®, ChFC®, AEP®, CASL®
Wealth Management Advisor


Meanix Robustelli Wealth Management Group

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

We Create Plans For People, Not Money

At Northwestern Mutual, we do financial planning differently. If you live for it, I can help you plan for it. Learn how.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck