Meanix Robustelli Team

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®
Private Wealth Advisor
Michael S. Robustelli , ChFC®, CASL®, CLU®
Private Wealth Advisor