Meanix Robustelli Wealth Management Group

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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

Largest Dividend Payout in Company History

In 2020, we expect the largest dividend payout to policyowners in company history. Read more.

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. 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.

 

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