MENDOZA PRIVATE WEALTH INC.
MIAMI, FLORIDA

MENDOZA PRIVATE WEALTH INC. is dedicated to enhancing its clients' financial security, aiding them in achieving their investment goals, and instilling financial confidence. As a fiduciary firm, it operates with the obligation to act solely in the best interests of its clients. Clients benefit from the company's extensive knowledge and expertise, rooted in modern financial research principles that formulate competitive, cost-effective, risk-focused, and low-tax investment strategies designed for successful investment outcomes. MENDOZA PRIVATE WEALTH approaches each client as unique, tailoring specialized plans to meet individual financial futures amidst today’s volatile investment climate. The firm provides invaluable tools such as clearly defined financial goals plans and ongoing advice that adapts to evolving needs and market dynamics. Backed by robust academic credentials, professional designations, and extensive experience, MENDOZA PRIVATE WEALTH employs a research-driven, evidence-based, and real-world-tested approach to investment philosophy. The company defines its success through its clients' successes and encourages prospective clients to reach out via email for inquiries or discussions about their financial future. Services are regulated and available to residents of DE, FL, MA, NY, and PA for securities-related services, while insurance services cater primarily to FL and NC residents. Investment products are provided through Wells Fargo Advisors Financial Network, LLC (WFAFN), whereas the entity and its opinions expressed via social media do not necessarily reflect those of Wells Fargo & Company or its affiliates. Investment decisions and further information should be consulted with a Financial Advisor. Incorporated in Florida on March 2, 2016, MENDOZA PRIVATE WEALTH INC. is officially registered with the state (Filed Number: P16000019730) under company type DOMP and operates from Doral, Miami-Dade County. It continues to demonstrate its commitment to client success annually, as seen in reports including those filed for December 2024. The firm's leadership includes Ivan M Mendoza, serving as a Director.