Info

Mendoza & Associates is a financial consulting firm specializing in comprehensive financial planning to help protect the assets of high net-worth individuals. At Mendoza & Associates we recognize that the evaluation of one`s financial situation is a delicate and personal process. Therefore, we concentrate our time and efforts on building an individualized, close relationship with each client. We adhere to the highest standards of ethics and competence, while developing a well designed financial plan which is appropriate for the present, yet flexible enough for future needs. We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before and acknowledge that working with specialized investment professionals provides them with a level of confidence and security. Wealth accumulation and estate preservation includes coordinating our planning with tax and legal professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions. Providing the expertise, service, and products to help our clients build, enjoy, and transfer wealth.