Private Wealth Management & Financial Planning in Minneapolis

local knowledge. all in-house.

About the Minneapolis Team

At the heart of our work is you. The Minneapolis Team works with individuals and families who want their financial decisions to feel thoughtful, grounded, and aligned with what matters most in their lives. Guided by the principles of clarity, ease, and impact, we believe meaningful financial planning begins when clients are at the center of the process. Led by Senior Wealth Advisor Kerry Meath-Sinkin, CFP®, the team takes a deeply intentional, human-centered approach—bringing a wide range of experience to meet clients where they are, without expecting them to fit a predetermined mold. Through a clear and disciplined planning process, we help clients navigate transitions, define personal measures of success, and make aligned financial decisions that support the impact they want to have. Rooted in long-standing relationships and multi-generational trust, our mission is to help clients experience clarity and ease in their financial lives allowing them to create lasting, meaningful impact.