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 and strictly adheres to your best wishes.

Open-Architecture Approach & Institutional Research Coverage 

As a member of Wells Fargo Advisors Financial Network, Mendoza Private Wealth’s investment solutions are selected from one of the best available platforms across the industry. We are not obligated to sell certain products, allowing us to create a conflict-free environment. Furthermore, investment solutions are vetted through an institutional research process and consistently reviewed throughout the investment cycle.

Independent, Secure Custody and Comprehensive Reporting

Mendoza Private Wealth’s 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 Wealth’s investment management team has no incentive to recommend transactions and instead can provide their best, unbiased advice and counsel at all times.