About Jim & Michael

Partners photo

Our mission is to guide high-net-worth individuals through some of the most uncertain, stressful times of life, specifically pre-retirement and early retirement. We accomplish this by listening to our clients to learn about their concerns and needs. In so doing, we identify financial goals and objectives specific to their planning needs.

Jim Meanix

Educational Achievements

Jim is a fee-based financial planner within the Northwestern Mutual Wealth Management Company. Jim is one of only 145 reps out of the approximately 8,000 reps at Northwestern Mutual that is credentialed to engage clients in a fee-based financial planning relationship. He is also securities licensed.

Jim Meanix has been with Northwestern Mutual since 1983.

Associations and Memberships

Associations and Memberships

Michael has been with the Northwestern Mutual since 2008.