Why an Independent Advisor?

Why You Should Choose an Independent Advisor

  • Promotion of a True Advisory Relationship 

Your interests are best served by a Wealth Management Advisor who acts as a truly unbiased advisor.
  • Open-Architecture Approach & Institutional Research Coverage 

As a member of the Wells Fargo Advisors Financial Network, Mendoza Private Wealths' investment solutions are selected from one of the best available platforms across the industry. Your wealth management team is not obligated to sell certain products, creating a conflict-free environment. Investment solutions are vetted through an institutional research process and consistently monitored throughout the investment cycle.​
  • Independent, Secure Custody and Comprehensive Reporting 

Mendoza Private Wealth clients’ assets are held at a leading independent custodian Wells Fargo Clearing Services, LLC.
  • Unbiased Advice and Counsel 

You want your advisor to be focused on providing the best possible advice to help meet your needs, as opposed to being motivated to execute transactions. Mendoza Private Wealths' investment management team has no incentive to recommend transactions and instead can provide their best, unbiased advice and counsel at all times.

First Clearing is a trade name used by Wells Fargo Clearing Services, LLC (WFCS). WFCS and Wells Fargo Advisors Financial Network, LLC, Members SIPC, are separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company

Financial Avisors hands on a conference table

Why You Should Choose A CFP® Professional

As an investor, you have short and long-term goals you would like to achieve and it’s likely you’ll face some challenges along the way. This is where a CERTIFIED FINANCIAL PLANNER™ professional can step in to help you make sense of it all with a well-designed strategy that takes into consideration your specific situation.
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