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Mini kerry meath sinkin
Meath Wealth Advisors
Minneapolis, MN

Kerry Meath-Sinkin

AIF®
Live Life Abundantly
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Meet Kerry

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What Makes Us Different - Kerry Meath-Sinkin
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Relationship with Money - Kerry Meath-Sinkin
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Live Life by Design - Kerry Meath-Sinkin
Video Transcripts

Kerry is passionate about helping others cultivate meaningful, abundant, and impactful financial lives. In Kerry’s experience, living abundantly not only requires financial strength, but also is based on personal health. Confidence and security for the present and future is born out of an effective financial game plan made up of the right strategies coupled with physical and emotional clarity. Kerry’s approach in cultivating this wholistic abundance pulls from her experiences…

Kerry is passionate about helping others cultivate meaningful, abundant, and impactful financial lives. In Kerry’s experience, living abundantly not only requires financial strength, but also is based on personal health. Confidence and security for the present and future is born out of an effective financial game plan made up of the right strategies coupled with physical and emotional clarity. Kerry’s approach in cultivating this wholistic abundance pulls from her experiences in both the corporate and wellness disciplines.

After graduating from Brown with honors, Kerry worked as consultant for wealth management firms in Washington, D.C. Her desire to balance her working life with 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, served on the faculty at the Texas A&M College of Medicine, and designed an innovative wellness program for low income women in Austin.

Kerry lives in Minneapolis with her family. She loves spending time hiking and camping with her family, practicing yoga, and playing tennis. She holds Series 7 & 66 Securities Registrations and is an Accredited Investment Fiduciary. Kerry has an active blog, Wealth & Wellness: Live Life Abundantly, where she explores the intertwined relationship between the inner and practical aspects of feeling abundant in one’s life.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Estate Planning
Insurance Management
Alternative Investments
Socially Responsible Investing
Employer Sponsored Retirement Plans
Long-Term Care Planning

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets
Fee & Commission
Flat Fee/Retainer

Certifications and licenses

AIF® - Accredited Investment Fiduciary®

Memberships

FPA - Financial Planning Association

Education

Other post-graduate - The University of Texas Health Science Center at Houston
BA - Brown University
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