The Perspective We Bring to Holistic Wealth Management

At Meath Wealth, we bring perspectives from both finance and wellness to everything we do. We don’t just help you manage your wealth, we help you live better. We call it Clarity, Ease, and Impactful planning.

Our background gives us the tools to help you achieve clarity and ease.

If a worry pops up and you don’t understand your plan, you’re not going to feel at ease.

This is why it is important that you understand your planning. Once you feel at ease and safe, the next step is being able to do things you want with your money personally and charitably. This could include a family vacation, supporting a cause you believe in, or investing in companies aligned with your values.


Clarity is when you wake up in the morning knowing where you are, where you are going, and what you need to be doing. For your finances, this means knowing and understanding all aspects of your financial world. Financially you know where you are, what you are doing, and where your finances are leading you to.


Ease is when your clarity relieves your worries and allows you to finally breathe and just be. It’s hard to feel at ease when you are worried about money. Having clarity about your financial picture, relieves unnecessary worries about money.


Impact empowers you to intentionally use your money in a way that is aligned with your values. When you know you are okay it frees you up to help, whether that means your family, your community, or the world at large. There are a myriad of ways to have an impact, but almost everyone has their own unique way they want to make an impact with their money.

Clarity, Ease and Impactful planning is not a separate service you have to sign up for at Meath Wealth — it’s a part of who we are, and it touches every interaction we have with you. Along your journey, our goal is to use any strategy, tool, or connection we can to help you grow and live a better, more fulfilling life. Our passion is to help clients feel better and live with more ease, and you’ll notice that in everything we do.

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