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.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 520 Nicollet Mall,
- Phone
- 612-412-9971
- km****@****ors.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- meathwealthadvisors.com
- Keywords
- Financial Planning, Investment Management, Wealth Management, Retirement Planning, Estate Planning, Risk Management, Impact Investing, Long-Term Care Planning, Millennial Investing.
- HQ
- Minneapolis, MN
Meath Wealth Advisors Questions
Meath Wealth Advisors's helpline number is 612-412-9971
Meath Wealth Advisors's website is meathwealthadvisors.com
Meath Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/meath-wealth-advisors
Meath Wealth Advisors has
3 employees.
View email and phone details for 3
employees at Meath Wealth Advisors.
Meath Wealth Advisors's industry is
Financial Services
Meath Wealth Advisors's top competitors are
Carson Group,
Siiv,
Emapta Global,
Beam,
Silveroak Wealth Management,
Diamond Consultants - Financial Advisor Recruiters And Consultants,
Nepsis, Inc.,
Boldr,
Schwab Advisor Services,
Fp Transitions.
Meath Wealth Advisors's support email address is kmsinkin@meathwealthadvisors.com
Meath Wealth Advisors's categories are Financial Services
Meath Wealth Advisors's founding year is 1983
