Advanced Wealth Management

Wealth Management is a process built around the coupling of financial planning and asset management. We view the two as inseparable components of a successful financial life. That is what our goal is: To help our clients pursue success in all aspects of their finances.

 

The true value of a financial advisor often manifests itself as being “Behavioral investment counselors.” Towards that end, we are here to help bridge the behavior gap – the difference between returns of an investment vs. the returns of the average investor. This gap exists because of the all too human tendency to allow emotions to overwhelm rational thinking when making investment decisions.

 

Our process begins by taking a holistic approach to your financial life. Our financial planners understand both the means and the ends they are going to serve before making any investment recommendations. We construct a blueprint for your financial plan that becomes the basis of your relationship with our firm. The process consists of several steps culminating in a financial plan mated to a recommended investment program.

 

It has been our experience that potential clients who go through this process become investors who are better equipped to make educated decisions about their financial futures.

 

Still curious? 

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

WHO WE ARE

WHAT WE DO

HOW TO REACH US

Medina Private Wealth
555 Madison Ave
,  Floor 5
New York, NY 10022
212-687-5392
 ext 1
Joe@Jamwealth.com

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Securities and advisory services offered through Cetera Advisors LLC, member FINRASIPC. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.CeteraAdvisors.com

 

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