Who We Are

Meath Wealth Advisors is an financial advisory firm located on Nicollet Mall in the heart of downtown Minneapolis. We have clients that have been with us for over 30 years and serve families across 3 generations. The relationships we have developed across this time are meaningful to us both professionally and personally. Our long-term relationships allow us to be an important partner in moving through life’s major milestones and surprises.

We take the trust placed in us from our clients seriously and are grateful to have developed such deep relationships with our clients. We believe our best planning is always a combination of well researched strategies combined with personal experience.

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Core Values

  • Integrity
  • Independence
  • Continual Learning
  • Honesty

What Makes Us Different

We want to help you know more and feel better about your finances, and to help make your life easier.

We know that taking care of finances in your modern life can be stressful and confusing. We’ve designed Meath Wealth Advisors to do just that. Our approach helps put people at ease. People trust us because we help them understand, and that understanding helps them feel better through various times of up and down markets.

We spend a lot of time together understanding where you are at and addressing your questions and concerns. On top of that we strive for excellent service. From our client portals, to our virtual meetings, secure vault storage, collaboration with your accountant and attorneys, and responsive service we help make sure our relationship is impactful and easy for you.

Equally important we act as a fiduciary. We always act in your best interest. As a family team ourselves, we try to provide the best to our clients and their families.

Finally, we bring our unique backgrounds in health and wellness to everything we do, helping you feel more clarity and ease around your finances.

GET STARTED

Start with a complimentary consultation with us to see if we are a good fit for one another. If we are not the best fit for you, we will provide you will referrals who might be.

Fees

You have worked hard for your money and you should understand how you’re spending it.

We allow you to choose how you engage with us, and to choose the structure that best fits for you. In both models we manage all aspects of your finances, coordinating with your attorney’s and CPA’s, and becoming your go-to in understanding how to get everything in place to help reduce your financial stress, freeing you up to spend time doing what you love. Fees will always be agreed upon in advance.

Generally, the monthly fee for your planning will be the larger of:

% of Your investment

1% of the balance of your investment assets divided by 12 (discounted rates apply on asset levels over $1,000,000), recalculated annually.

Flat Financial Planning + 1 Time Fee

Financial planning fees start at $350 monthly, plus a one time fee starting at $2,000. Fees are based on your individual situation and complexity.

 

For information related to your personal situation, please review the signed Financial Planning & Consulting Agreement, Investment Advisory Agreement and/or any official records.

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Download One Of Our Complimentary Resources

3 Methods to Not Run Out of Money

What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

4 Mistakes People Make With Their First Million

Identify the next set of challenges you may face and avoid these common mistakes. Get our step-by-step guide to focus on turning your first million into two.

Insights

Meath Wealth’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need.

Blog
Talking to Your Financial Advisor During Market ...

When market volatility occurs, it’s completely natural to feel anxious about your finances. This is an uncomfortable time for all investors – seasoned and new. 

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News
COVID’s Financial Toll Isn’t What ...

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion for photography and spending time with her son and her grandkids. The pandemic changed everything. Her son contracted COVID-19 in the early days of the pandemic. His health deteriorated quickly and he died at only 35 years old. He didn’t have life insurance. A gig worker without a 401(k), he had very minimal retirement savings....read the full article

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Market Commentary
Market Commentary: S&P Decline Continues ...

The S&P 500 continued its string of negative weeks, dropping 3% last week. It was the seventh straight weekly decline in the index of large-cap stocks. The S&P 500 temporarily fell more than 20% on Friday, but the market rallied and the index finished down 18.1% from its January all-time high.

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Video
Leveraging Life Insurance as a Financial Planning ...

Watch this webinar hosted by Carson’s Matt Lewis, Vice President, Insurance, and Tom Fridich, Senior Wealth Planner, as they dive into leveraging life insurance as a financial planning tool.

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Infographic
10 Tax Planning Tips Your CPA Might Have ...

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

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Tax-Loss Harvesting
Monthly Newsletter
Any Time is Tax-Loss Harvesting Time

Published by Kevin Oleszewski As the end of the year approaches, we start to think more and more about our tax picture. What boxes can we check to reduce our taxable income? Tax-loss harvesting is one such approach. A tax-efficient way to rebalance your portfolio, tax-loss harvesting can help you offset earnings and get back to your target allocation. Tax-loss harvesting is traditionally thought of as an end-of-year event, because it can help you minimize your tax bill.

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Blog

  • What to Do About Inflation’s Impact on Your Finances

    By Craig Lemoine, Director of Consumer Investment Research   Suppose last year you went grocery shopping and filled your cart with $100 worth of items. This year, you went to the same store and bought the same items – this time, the bill rang up at $107.50.   The difference of $7.50 represents an increase in average consumer goods and services. Divided by the original period ($100), it illustrates a 7.5% inflation rate.   Inflation is the loss in purchasing power due to the increase in costs of goods and services in an economy. The Federal Reserve’s long term inflation target is …Read more

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