We begin with an extensive discussion of your future needs to create a long-term financial plan for your family. We guide you to invest according to your own time horizons, balancing risk and return in the most cost effective manor. We regularly review your progress to ensure you are on the path to meeting your objectives and goals.
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Our client's financial goals are the core of this practice. The primary expectation that we hope our clients will have of us is simple - they feel that we have increased the predictability of them achieving their financial objectives. We create comprehensive financial plans for our clients that act as the backbone of everything we do to guide all of our decisions.
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.
Bilingual financial advisor with over 24 years of experience in the financial services industry. Short and long-term financial solutions are sculpted through the use of proven strategies. With the right investment approach, financial plans are constructed to meet investment objectives outlined by clients.
Medina Private Wealth is an independent, privately-owned firm. Our associates separately hold securities and investment advisory registrations, as well as state insurance registrations. Please see the "Our Team" section of this website for additional information on our credentials.
In our roles as registered representatives and investment advisor representatives, 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.
In our roles as registered representatives and investment advisor representatives, 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.
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."
Reviews (2)
Joseph M.
Sep 10, 2018
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McGregor S.
Mar 31, 2017
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Was referred to Medina Private Wealth by my family doctor who has been with Joe for about 8 years. He's got a pretty nice set up. Seems to run his business very efficiently and really cared about our personal situation. After reviewing our current portfolios we saw the fee breakdown and how badly our Chase advisor was actually ripping us off. Pretty alarming. Joe repositioned our accounts into much more cost efficient products and took the time to explain the ins and outs of each strategy. Asset management seems to be full of greedy, untrustworthy brokers who are out for your money.
