Independent guidance for the wealth you have built
Medina Private Wealth is an independent fiduciary advisory firm serving individuals, families, and business owners nationwide, virtually and in person.
- Independent
- Fiduciary
- Personal
- Nationwide
Joseph Medina
One advisor. A full team behind him.
With decades of experience across retirement, investments, protection, and estate planning, he brings the whole picture together so your money is working toward the same goals you are.
More about our approachYou don't have to navigate it alone
Wherever you are, from the first serious savings to a business sale, the pieces fit together. These are the areas we work in most.
Planning and Wealth
A written plan that connects your goals, cash flow, and timeline, then keeps your wealth working toward them.
Investments
Portfolios and income vehicles chosen for your risk tolerance and managed to a fiduciary standard.
Protection
Coverage that guards the people and assets you've worked to build, before the unexpected arrives.
Estate and Legacy
Coordinated planning so what you leave behind reaches the people and causes you care about.
Business Owners
Succession, benefits, and compensation planning for owners thinking past the next quarter.
Ancillary
Practical services that round out a full-picture relationship when you need them.
What sets the practice apart
Four commitments shape every recommendation, whoever you are and however much you bring.
Independent
Privately owned since 2010, with no parent brokerage steering the advice you receive.
Fiduciary
A Licensed Financial Planner and Fiduciary, obligated to put your interests first.
Personal
You work directly with Joseph Medina, backed by a network of specialists across estate, tax, insurance, and retirement.
Nationwide
Serving clients across the country, virtually and in person from New York City.
Schedule a conversation with Joseph Medina
The first conversation is simply about your situation and what you want next.
- (212) 920-4815
- Joe@Jamwealth.com
- Nationwide, virtual and in person