Meath Wealth Advisors
Company Management

Meath Wealth Advisors

Financial Services 520 Nicollet Mall 3 employees
Employees
3

Meath Wealth Advisors Overview

Headquarters
520 Nicollet Mall
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
3
Founded
1983
Funding
55402
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Meath Wealth Advisors

Our mission is to help you have financial clarity, feel at ease around your finances, and help you make your impact on the world. 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. Our clients become like family, and we are honored that we have clients who have been with us for over 30 years, and now across 3 generations. Our long-term relationships allow us to be an important partner in moving through life’s major milestones and surprises. Office Address: 520 Nicollet Mall, Suite 740, Minneapolis, MN 55402 Investment advisory services offered through Meath Wealth Advisors, a DBA of Journey Strategic Wealth, an SEC registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany NY 12207. Purshe Kaplan Sterling Investments and Journey Strategic Wealth are not affiliated companies. Not FDIC Insured. Not Bank Guaranteed. May lose value including loss of principal. Not insured by any state or federal agency. All investment advisory services are offered through Journey Strategic Wealth, LLC, an SEC Registered Investment Advisory firm. Information posted on this profile is intended for informational purposes only and does not constitute investment advice. Third party posts found on this profile do not reflect the views of Journey Strategic Wealth and have not been reviewed by Journey Strategic Wealth as to accuracy or completeness.

Meath Wealth Advisors Contact Details

People in AeroLeads
2

Meath Wealth Advisors Org Chart

Sample employees and titles
Name Title Contact
Sam Sinkin Chief Operations Officer at Meath
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Kerry Meath-Sinkin, Cfp® My Mission Is Helping Others Find
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Employees by Management Level

Executive 2 profiles
Individual contributor 1 profile

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