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Address:

20900 NE 30th Avenue,
Suite 806
Aventura, FL 33180

Phone:

305-503-5133

Fax/Other:

305-503-9322

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, as opposed to traditional brokerage and bank advisors who are held only to the “suitability” standard.
  • Open-Architecture Approach & Institutional Research Coverage 
    As a member of the Wells Fargo Advisors Financial Network, Mendoza Private Wealths' investment solutions are selected from the best available 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. Unlike traditional brokerage and bank advisors, Mendoza Private Wealths' wealth 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. 

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals