We hope this finds you health and well. Between the Tax Cuts and Jobs Act, SECURE Act, and CARES Act, there has never been more to consider in your planning. As we wrap up 2020, and prepare for 2021 we wanted to provide some year end reminders. Please find a video and associated checklist below. As always, please don’t hesitate to reach out if we can help as we wrap up the year!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.
- Continual Learning
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.
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.
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.
Meath Wealth’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need.
Monthly NewsletterGiving to Charity for the Holidays, Even ...
Chances are, between basting the turkey and watching the football during the holidays, you’ll find yourself giving to the causes and organizations you believe in. In the U.S., 30% of the year’s charitable giving is done in December, and 10% of the annual giving is just in those last three days of the year!Read More
BlogNourish Series: Nourishing Yourself Financially
Welcome to a bonus Week 7 of our Nourish Series. Over the last 6 weeks we got to hear from some wonderful educators. We learned new tips around meditation, mindfulness, yoga, qi-gong, nutrition, and other ways to bring greater balance and nourishment into our lives. Over the course of the Nourish series several people asked how we can use a nourishment lens to understand how to find greater balance financially. Imbalance hinders our ability to live with ease and abundance. We can experience imbalance financially and/or with our health. My experiences in both the health and wealth has helped me...read the full articleRead More
Market CommentaryMarket Commentary: Dow and S&P Set ...
The economy seems poised to decelerate in coming weeks as data showed slowing economic improvement or outright reversals of the recovery. Income data was mixed. Disposable income fell 0.8% in October as government programs expired. Gains in employment pushed employee compensation up 0.7% as more people returned to work.Read More
Weekly Market Community
- Market Commentary: Rise in COVID-19 Cases Leads to Market Dip Before Holiday Shopping Season
Retail data were mixed last week. U.S. retail sales rose 0.3% in October and are now 5.7% higher than one year ago. But as Figure 1 shows, the increase was the smallest since the recovery began. Increased coronavirus cases in October likely pressured purchases lower and moved consumers online. Non-store retailers reported a 3.1% increase in sales.Read more