Effective Game Plan
Advice in Common Language
Straightforward Fees
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Meath Wealth Advisors, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Meath Financial Group we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency, and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore Services
Wealth Planning
Wealth Planning is the core service we provide for individuals and families seeking to build, preserve, and manage their wealth over time. Learn More
Portfolio Management
At Meath Wealth Advisors we understand that you seek transparency, proactive communication, and accountability to meet your financial goals. Learn more
Estate Planning
At Meath Wealth Advisors, our wealth enhance group is here to help you understand how your assets will be distributed under your current estate plan and existing tax law. Learn more
Charitable Giving
At Meath Wealth Advisors, it’s ingrained in our firm’s culture to serve others. Learn more
Retirement Planning
Whether you are still working or already in retirement, a strategy during retirement is essential to help you. Learn more
Sustainable | Impact Investing
Would you like your wealth to grow and make a positive social and environmental contribution at the same time? Learn More
Millennial Planning
Let’s face it financial planning looks different in your 20s and 30s than it does as you approach retirement. Learn more
Education Planning
Education planning may be an important part of your overall financial plan. Learn More
Personalized Wealth Management
At Meath Wealth Advisors our mission is to provide our clients with clarity and confidence to pursue their greatest life goals. We do this by building trust, providing education, building an actionable roadmap, and providing exceptional service. A clear financial picture both now and into the future allows you to accomplish and plan for what is most important in your life. We are a wealth management firm based in Minneapolis, serving families, business owners, executives, and institutions. Our team provides the highest level of service to our local and national clients in comprehensive financial planning and investment management. Contact us today and let Meath Wealth Advisors help you on your wealth fulfillment journey.
Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Group Partners
Carson Group Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.
Our Locations
Meath Wealth Advisors is headquartered in Minneapolis, Minnesota. Contact us today to speak with a wealth advisor or financial professional nearest you.
Insights
Meath Wealth Advisors team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Blog
How a Donor-Advised Fund Can Help Your ...Giving is an important part of our society. It provides us the opportunity to support causes we believe in and make a positive impact. Giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some examples of the impact:
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Video
Quarterly Market Outlook: Q1 2020Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
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Market Commentary
Weekly Market Commentary – February 10, 2020The coronavirus showed some signs of slowing the pace of its expansion even as the number of fatalities surpassed the SARS crisis. Efforts to contain the virus are shrinking consumption in China and affecting diverse industries, such as auto manufacturing, oil, and luxury goods.
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Monthly Newsletter
Financial Caregiving for Those With Alzheimer’s ...On an otherwise normal Thursday afternoon, a reporter had lunch with a resident from a memory care facility. Apparently, he asked for details on some kind of story and the confused patient was happy to comply and enjoyed the meal out. Then the police showed up.
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News
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
Read MoreBlog post
- How to Use a Trust as a Financial Planning Tool
Clients frequently ask whether they should leave their assets in a trust. It depends. Of course, if your net worth exceeds $11 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. However, for most Americans, federal estate taxes will not be a major concern.Read more
Weekly Market Commentary
- Weekly Market Commentary – February 3, 2020
The coronavirus continued to spread in China and around the world. Concerns about the virus and measures to prevent its spread will likely reduce economic activity in the first quarter. Interest rates moved lower, and the 10-year Treasury bond yield moved below short-term rates, which indicates concern about the strength of economic growth.Read more
