Where do you want to go? We'll get there, together.?
At Medina Private Wealth, we believe that knowledge is power, and it's the foundation for intelligent, well-considered decisions. As financial professionals, we are committed to empowering people like you with the tools, resources, and expertise needed to make informed choices about your financial future. Our mission is to provide the highest quality of professional service, tailoring our approach to meet the unique needs and goals of each client.
Our Primary Purpose
Our firm was founded on the principle that what is best for our clients will, in the long run, be best for our company. We take a personal interest in your financial future and will go out of our way to ensure your success. With a team approach, we work individually with each client to determine their financial goals and personal needs, and then recommend appropriate strategies best suited to help meet those defined goals and needs.
Our Services
We specialize in providing financial and investment advice covering the broad spectrum of our clients' financial planning objectives. Our services include retirement planning, estate planning, investment advice, insurance planning, and tax planning. We work closely with our clients to evaluate opportunities and reap potential rewards in today's economic environment.
Our Philosophy
At Medina Private Wealth, we believe that long-term relationships are built on trust, open communication, and a commitment to delivering exceptional results. We take a personalized approach to financial planning, working closely with each client to understand their unique goals, risk tolerance, and time horizon. Our goal is to help our clients create a comprehensive plan that balances investment strategies with preserving principal, ensuring a secure financial future.
Our History
Medina Private Wealth was founded in New York City in April 2010, with the mission of providing exceptional financial guidance and support to individuals and families. Our team of professionals has years of experience in financial services, and we are committed to helping our clients achieve their financial goals.
Our Team
Our associates are individually licensed professionals who have extensive experience in the financial services industry. We have registrations as registered representatives and investment advisor representatives, and we hold state insurance registrations. Our team is dedicated to providing exceptional service, and we take a personal interest in each client's financial future.
