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 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.

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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.

Video
Charitable Gift Planning Strategies for 2020

Jamie Hopkins, Director of Retirement Research at Carson, offers key insights and strategies for charitable giving during our on-demand webinar, “Charitable Gift Planning Strategies for 2020.” Click Here to Watch the Webinar

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Market Commentary
Market Commentary: Restaurants are Rebounding, but S&...

Retail sales figures continued a string of economic data pointing toward slowing growth accompanied by a gradual reopening of state economies. Consumers seem willing to take some risks. Retail and food service sales rose 0.6% last month. (See Chart 1.) Increased sales at restaurants contributed most to the monthly gains.

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Blog
NOURISH: Six Weeks of Learning & Practicing ...

We are in the middle of a lot right now, and it’s hard for many of us in a myriad of ways.  There are things that can help but it is hard to know where to start and even looking can become overwhelming in an overwhelming time.  I feel fortunate in my life to have encountered amazing people and practices that focus on nourishing oneself to improve the quality of one’s life.  There is nothing better than finding something to share with people you care about that ends up making a difference to improve their life.   I always want...read the full article

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Monthly Newsletter
How to Invest Creatively in Your Fall ...

Sneaking away during the lull between peak times – “the shoulder season” – is popular with savvy travelers for reduced crowds, milder weather and usually great deals on travel packages.

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3 Roth Conversion Traps To Avoid After The ...

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

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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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Blog

  • September 2020 Update: A Recession and a Rally Like No Others

    Published By Kerry Meath-Sinkin & Bob Meath We have been through a recession and rally like no other, and no one knows for sure what is coming next.  No one has a crystal ball. There is no consistent thought on what is coming next, and the opinions of experts and economists vary widely. Imagine you had the foreknowledge that a global pandemic and economic collapse was on the horizon at the beginning of 2020, how might you have positioned your investment portfolio?Read more

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