Media Wealth

Media Wealth, LLC, established in 2025, is a registered investment adviser offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm is part of the Focus Financial Partners, LLC partnership and offers services based on client asset levels. Clients with up to $500,000 receive portfolio management, while those with higher assets gain access to additional planning services. The firm charges an annual advisory fee based on a tiered percentage of managed assets. Media Wealth is a fiduciary under ERISA and IRC, acting in the best interests of clients. The firm may recommend private investment funds and provides insight into investment strategies, risk analysis, and potential risks involved in securities investments. Media Wealth does not have a disciplinary history and does not accept performance-based fees. Clients include individuals, high-net-worth individuals, pension plans, and trusts. The firm does not maintain physical custody of client assets and does not vote client proxies. Clients receive account statements from the custodian, Charles Schwab. Media Wealth does not vote client proxies and does not have a bankruptcy history. For more information, clients can contact the Chief Compliance Officer, James M. Knight.