Medina Private Wealth is an independent, privately-owned firm. Our associates separately hold securities and investment advisory registrations, state insurance registrations, as well as a variety of professional designations. Please see the "Our Team" section of this website for additional information on our credentials. In our roles as registered representatives and investment advisor representative, we specialize in providing financial and investment advice covering the broad spectrum of our clients' financial planning objectives.
Our Independent status allows us to represent the interest of our clients rather than those of a particular insurance or investment company. We work individually with our clients in order to determine their financial goals and personal needs and then recommend appropriate strategies best suited to help meet those defined goals and needs. These recommendations include savings and investment vehicles offered by a wide range of insurance and investment companies.
We aim to simplify our clients’ financial lives, optimize their investments, and organize their personal financial planning. We work individually with each client, to help them develop a cost-efficient plan that is right for their unique financial circumstances, to grow and protect their wealth and pursue their most important financial goals.
Our company was founded on the principle that what is best for our clients will, in the long run, be best for our company. Our primary goal has always been to provide the highest quality of professional service for each individual client. Simply speaking, we take a personal interest in your financial future, and we'll go out of our way to ensure your success.
Medina Private Wealth was founded in New York City in April of 2010.