Meet Five Star Wealth Manager , an award-winning wealth manager in Minneapolis, MN.

PROFESSIONAL PROFILE

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Meath Wealth Advisors

520 Nicollet Mall Ste 740

Minneapolis, MN 55402

Office: 612-412-9971

kmsinkin@meathwealthadvisors.com
www.meathwealthadvisors.com

Professional Approach

Who We Are

Meath Wealth Advisors is an financial advisory firm located on Nicollet Mall in the heart of downtown Minneapolis. We have clients that have been with us for over 30 years and serve families across 3 generations. The relationships we have developed across this time are meaningful to us both professionally and personally. Our long-term relationships allow us to be an important partner in moving through life’s major milestones and surprises.

We take the trust placed in us from our clients seriously and are grateful to have developed such deep relationships with our clients. We believe our best planning is always a combination of well researched strategies combined with personal experience.

What Makes Us Different

WE WANT TO HELP YOU KNOW MORE AND FEEL BETTER ABOUT YOUR FINANCES, AND TO HELP MAKE YOUR LIFE EASIER.

We know that taking care of finances in your modern life can be stressful and confusing. We’ve designed Meath Wealth Advisors to do just that. Our approach helps put people at ease. People trust us because we help them understand, and that understanding helps them feel better through various times of up and down markets.

We spend a lot of time together understanding where you are at and addressing your questions and concerns. On top of that we strive for excellent service. From our client portals, to our virtual meetings, secure vault storage, collaboration with your accountant and attorneys, and responsive service we help make sure our relationship is impactful and easy for you.

Equally important we act as a fiduciary. We always act in your best interest. As a family team ourselves, we try to provide the best to our clients and their families.

Finally, we bring our unique backgrounds in health and wellness to everything we do, helping you feel more clarity and ease around your finances.

Robert Meath

Founder; Wealth Advisor

Phone: 612-412-9985

Robert is the Founder and Chief Executive Officer at Meath Wealth Advisors. After graduating from the Carlson School of Management in finance and working in Corporate Finance at a Fortune 500 company, he began his financial planning career. Robert has over 35 years of experience. He draws from this extensive experience of diverse market landscapes and relies on his analytical acumen and robust grasp of the markets to support the firm’s investment strategies. He has developed a personal style to guide individuals, families, and businesses through the firms holistic wealth management process. Robert builds a high level of trust with his clients, so they don’t have to worry about their money, but instead can spend time doing what they love. Helping his clients pursue their goals and ultimate wealth fulfillment is the most important part of his practice.

Community is important to the Meath family. Robert and his wife Deb have been actively involved in the community for over 30 years serving as advisory board members, coaches, committee members, and volunteers. Robert thrives with an active lifestyle and can often be found on the golf course, tennis courts, bike path, or enjoying the outdoors with his wife, or grandchildren.

Kerry Meath-Sinkin

CFP®AIF® Partner; Wealth Advisor

Phone: 612-412-9972

Kerry, Partner at Meath Wealth Advisors, is a CFP® AIF® and holds an MPH. She is passionate about helping others cultivate meaningful, abundant, and impactful financial lives. Her approach in cultivating holistic abundance pulls from her experiences in both the corporate and wellness disciplines. In Kerry’s experience a person finds abundance when they have an effective financial game plan coupled with emotional clarity around money and their life.

Prior to joining the firm, Kerry graduated from Brown with honors and worked as a consultant for wealth management firms in Washington, D.C. Her love for health and wellness led her to pursue a Master’s in Public Health from the University of Texas Health Science Center, and a graduate degree from The Ayurvedic Institute in Albuquerque, NM. Kerry performed statistical analysis for a multi-million dollar health USDA grant to understand the impact of school gardening programs on obesity factors for low-income children across Texas. She also served on the faculty at the Texas A&M College of Medicine and designed an innovative wellness program for low income women in Austin.

Whether she is working with someone who is purchasing their first home, at the peak of their career, a person looking to make a greater impact in their community, someone preparing for retirement, or a client facing life as a widow, she strives to bring personal insights and financial strategies to help them live more abundant and nourishing lives. In addition to her work with clients, Kerry actively teaches, and blogs about anxiety, wealth and wellness.

When Kerry isn’t working, she loves to hike, camp, play tennis and kick around the soccer ball with her husband and two young children. She can also be found meditating, practicing yoga, chatting at the farmer’s market, or listening to her favorite podcast while walking her yellow lab.

The Past Informs the Present - Past Experience

B.A. Brown University – Honors in Economics and Urban Studies
Goldman Sach’s Internship Award Recipient
Analyst for Corporate Executive Board, Washington D.C.
Series 7 Registrations
Series 66 Registrations
Certified Insurance Broker
Accredited Investment Fiduciary
CERTIFIED FINANCIAL PLANNER™
Certified Ethical Will Facilitator (Certified Celebrations of Life Legacy Navigator)
Ayurvedic 2 Year Studies Certificate: The Ayurvedic Institute, Albuquerque NM
Master’s UT Health Science Center Houston – Summe Cum Laude Graduate in Public Health
Graduate Research Assistant for Multi-Million Dollar Research Grant to Reduce Obesity in Low Income Children Across Texas
Faculty Member Texas A&M College of Medicine
Faculty & Board Member Trauma Informed Therapy Program
Nationally Ranked Division 1 Tennis Player

See Accomplishments

This award was issued on 12/1/20 by Five Star Professional (FSP) for the time period 03/30/2020 through 10/23/2020. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4004 Mpls / St. Paul-area wealth managers were considered for the award; 630 (16% of candidates) were named 2021 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities and advisory services offered through Cetera Advisor Networks LLC, a broker/dealer and Registered Investment Advisor, Member FINRA/SIPC. Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.