Planning Your Peace of Mind

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

Our Core Values

We're top ranked by Forbes

Jim Meanix has been recognized as a Best-In-State wealth advisor and Top Financial Security Professional by Forbes. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

Forbes Best-In-State Wealth Advisors 2022
Forbes Best-In-State Financial Security Professionals 2022