A Heritage of Client Service

Mendoza Private Wealth is a boutique, independently owned, private wealth management company that provides a comprehensive platform and research based investment management to help guide your personal or business finances. Our desire is to give you the ability to ensure your own financial success.

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Capabilities

  • Asset-allocation advice
  • Investment management
  • Risk management
  • Tax planning strategies
  • Retirement / Pension plans
  • Multigenerational wealth planning
  • Philanthropic planning


  • Planning for the sale of a business
  • Executive compensation
  • Single stock concentration
  • Foundations and endowments
  • Divorce / Settlement planning
  • Sudden wealth











We provide our clients with Clarity, Confidence and Structure

As your financial advisor, our singular focus is what we believe to be in your long term best interests. Mendoza Private Wealth provides investment plan design recommendations along with discretionary investment advisory services, and education to our clients. Each client engagement is tailored to your specific needs.

As your situation changes and the global capital markets evolve, so too will our recommendations.

Contact us today to get started

We can assist you with a detailed analysis of:


• Investment Planning

• Retirement Planning

• Estate Planning Strategies

• Tax Efficient Investing

• Education Funding

• Risk Management

• Employee Benefits

• Executive Benefits

• Qualified Plan Consulting

• Trust Services











Wells Fargo Advisors Financial Network is not a legal or tax advisor.
Mendoza Private Wealth can help you to coordinate efforts with your other advisors, often acting as a liaison to attorneys, CPAs, and other professionals. We appreciate being able to work within an advisory team to accomplish what we believe to be your best possible long-term outcomes. We will help you evaluate your current situation, determine your desired destination and most importantly, meet to keep you on track toward your goals.

On behalf of our clients, we leverage the resources of a dedicated team of CFA Charterholders from the Wells Fargo Investment Institute.

We are pleased to offer securities custody and clearing services through Wells Fargo Advisors Financial Network.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Wells Fargo Advisors Financial Network Facts at a Glance

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Total Client Assets
Under Management*
*As of 01/01/2021

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Private Practices

 

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Owners and advisors