WHO WE ARE
We know that managing your financial life can feel stressful, confusing and overwhelming.
To put it simply, we are here to make your life easier. We want to help you feel empowered, hopeful and confident about your financial future. We want you to feel like you have someone who has your back so that you never again have to ask yourself, “Am I on the right track?”
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.
OUR VALUES
CLIENT FIRST
We put you first. Always.
HONESTY
We will always be honest & straightforward with you.
STRIVING FOR EXCELLENCE
Always learning & growing to serve you better.
IMPACT
Making a bigger impact in your life, so you can make a bigger impact for others.
INDEPENDENCE
Being able to make independent decisions.
Our Partners
