Meanix Robustelli Team

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The goal of our highly experienced team of professionals is to provide comprehensive wealth management services with a "hands-on" approach to financial guidance. We strive to build valuable, long-lasting relationships as we assist our clients with achieving their financial goals. Our team responds promptly to client questions and provides accurate, timely follow-through. Our clients are our priority. We endeavor to provide service that goes above and beyond our clients' expectations.

 

James H. Meanix , CFP®, CLU®, ChFC®, AEP®, CASL®

Co-Founder and Private Wealth Advisor

Office 610-225-6545


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Michael S. Robustelli , ChFC®, CASL®, CLU®

Co-Founder and Private Wealth Advisor

Office 610-225-6552


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Mary E Mitsch

Chief of Staff

Office 610-225-6547


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Jenna Dowling

Insurance Operations Associate

Office 610-225-6546


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Nicholas Duelfer

Director of Wealth Management

Office 610-225-6531


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Stephen W Blumenthal , CLF®, M.Ed.

Director of Marketing

Office 610-225-6561


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Alexandria Krebs

Marketing Coordinator

Office 610-225-6534


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