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.
CORE VALUES
Courage
Willingness to have tough conversations.
Mutual Respect
Listening, appreciating differences, treating others fairly, caring.
Excellence
Pursuit to create alignment, consistency of performance, growth, high standards.
Accountability
Getting it done, being responsible, doing what one says they will, counted on, taking ownership.
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.
Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Forbes Best-In-State Top Financial Security Professionals list (July 2023), research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022.
Forbes “Best-In-State Wealth Advisors" list (April 2023), research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022.
Forbes Top Financial Security Professionals list (July 2022). Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2021.
Forbes “Best-In-State Wealth Advisors" list (April 2022), research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2021.