SERVICES

The core of what we do for high net worth clients, pension funds, corporations, retirement plans and charitable foundations is guiding them toward their financial goals.

Estate planning, life insurance, asset-backed lending and corporate retirement plans can all play an important role in the lives of our clients. We’ve coordinated with top providers in these areas so that we can incorporate these services in a comprehensive manner.

We work directly with clients on a conflict-free, fee-only basis. We are held to a Fiduciary Standard as a Investment Advisor Representatives and giving the right advice is the soul of our firm. No one pays us but you, we serve no other interest but those of our clients.

Our primary focus is to offer the highest quality service possible to clients by focusing on what we can control. We believe that successful long-term investing involves the use of a straightforward, uncomplicated approach.

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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