February Markets Update & 6 Steps to Keep Yourself Safe Scam & Fraud Happy February. As always, we continue to hope this finds you healthy and safe. Today we wanted to share with you some thoughts about the markets, but also put some emphasis on helping you keep your yourself safe from scams and fraud.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 Rate + 1 Time Fee
$200/month for a single person, $250/month for a couple (or for a married person planning individually), plus a one-time initial planning fee of $1,250.
Download One Of Our Free Guides.
Download One Of Our Free Guides.
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
How to Finish Strong this Tax Planning ...Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed it. Tax planning is similar in the sense that you can put work in on the front end that you’ll reap benefits from later.
Read More
Market Commentary
Market Commentary: Stimulus Fuels Retail Sales as ...American consumers put their stimulus checks to work last month. Retail and food service sales rose 5.3% in January, after declining 1.0% in December (Figure 1). Compared to one year ago, sales are 7.4% higher. The strong data resulted from the stimulus checks and declining virus cases. Because of restrictions and risk, the biggest winners were online retailers. Home improvement stores also experienced strong demand as consumers continue to spend extra time at home.
Read More
Video
What You Need to Know for the ...Jamie Hopkins, Director of Retirement Research at Carson, and Senior Wealth Planner, Krista Thompson, break down how the right tax planning process can help you during tax season. Click Here to Watch the Webinar
Read More
Monthly Newsletter
Tax Tips for Business Owners in a ...Facing everything from empty sales floors to painful staff shortages, entrepreneurs have been uniquely hurt by 2020 and the extent of the damage isn’t fully known yet. A Yelp economic impact report released in September found that almost 100,000 small businesses in the country had closed their doors permanently while many others struggle under the current conditions.
Read MoreWeekly Market Community
- Market Commentary: Despite Initial Worry, Inflation Remains Well Controlled
U.S. inflation rose 0.3% last month and is now up 1.4% for the year (Figure 1). Investor concern about inflation has increased in recent months against the backdrop of large stimulus packages and hopes of an economic recovery. Pushing back against that concern is a slowly recovering labor market. Initial jobless claims fell 19,000 from the previous week but remained stubbornly close to 800,000. Continuing claims were more than 4.5 million.Read more