Why an Independent Advisor?


Why You Should Choose an Independent Advisor


  • Definition of a Fiduciary 
    A fiduciary is someone who has undertaken a legal obligation to act in the best interest for and on behalf of another in a particular matter in circumstances which give rise to a relationship of trust and confidence— Bristol & West Builg Society v Mothew.
  • Promotion of a True Fiduciary Relationship 
    Your interests are best served by a Wealth Management Advisor who acts as a truly unbiased fiduciary.
  • 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 Advisors Financial Network. 
  • Unbiased Advice and Counsel 
    You want your advisor to be focused on providing the best possible advice to 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.


Why You Should Choose A CFP® Professional

Did you know that today anyone can claim to be a “financial planner”? It’s true. But not just anyone can call himself or herself a Certified Financial Planner™ professional. As a consumer, it’s important to understand the difference.