Dakota Funds

$160M Family FA Duo Departs From Carson Wealth

Written by John Washington, Data Research Analyst | March 22, 2024

Journey Strategic Wealth has acquired a father-daughter duo of financial advisors, Kerry Meath-Sinkin and Robert Meath, from Carson Wealth. The newly joined Meath Wealth Advisors will be establishing a Journey office in Minneapolis, marking the firm's initial push into the Midwest. 

Meath Wealth brings approximately $160 million in assets. Kerry Meath-Sinkin started her career in the financial services sector in 2016 working as a consultant for wealth management firms in Washington, D.C. She holds a CFP designation. Her father, Robert Meath, has been a seasoned professional in the industry since 1981, offering decades of experience. 

This acquisition represents the seventh advisory team to align with the firm. Journey already has a presence in several key locations across the United States, including the San Francisco Bay Area, Richmond, Seattle, Park City, and the New York City and Northern New Jersey areas.