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 

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (DE, FL, MA, NY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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