In line with our desire to make your financial life less stressful, we do our best to share those planning items with you that are most relevant for your situation. We find that when we share the kitchen sink it’s easy to get overwhelmed and forget the important points. However, behind the scenes we are considering and reviewing many different legislative proposals and potential planning opportunities that may apply to your situation. With so many potentially big changes on the horizon, and the potential sunset of some provisions from the Tax Cuts and Jobs Act in 2025 we thought we …Read more
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.
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.
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.
Market Commentary
Market Commentary: Amid High Worker Demand, Job ...July job openings increased to 10.9 million, up 779,000 from June. The record number suggests weaker August job growth was partly related to a low supply of workers and demand for workers remains robust.
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Video
How to Manage Your Health Savings AccountWatch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Senior Wealth Planner, Beth Schanou, to learn more about how to manage your health savings account. Click Here to Watch the Webinar
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Blog
Creating Awareness Around Life InsuranceThere’s an old saying that with the stroke of a pen we have the ability to affect generations upon generations of lives.
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Monthly Newsletter
Got an HSA? Learn How to Maximize ...Are you healthy? Or are you anticipating some hefty medical bills coming up? Or do you want to save money in a tax-advantaged way for future medical expenses? If so, a health savings account (HSA) might be a good choice. An HSA is a tax-favored savings and investment account that’s used for qualified health care expenses and tethered to high-deductible health plans (HDHPs).
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The U.S. economy produced just 235,000 new jobs in August, missing expectations of 725,000. Unemployment dipped to 5.2%. Average hourly earnings rose 0.6%, partly because wages continue to rise more rapidly compared to the pre-pandemic pace.Read more