Who We Serve

Affluent Individuals & Families

Serving Affluent Families: From Pre-Retirees to Retirees

At Mendoza Private Wealth, we provide guidance to a diverse clientele of affluent individuals and families in Miami and throughout South Florida. Our expertise spans various life stages and financial situations, with a particular focus on pre-retirees and retirees facing significant wealth or liquidity events.

Navigating Peak Earning Years to Retirement

Our Clientele

We serve a broad spectrum of affluent clients, including:

We help clients navigate significant financial events such as:

Tailored Approach for Pre-Retirees and Retirees

We understand that sudden wealth can be both exciting and overwhelming, especially for those approaching or in retirement. Our approach is designed to help pre-retirees and retirees navigate these transitions with confidence.

For pre-retirees, we focus on:

For retirees, we emphasize:

The only question with wealth is, what do you do with it?

—John D. Rockefeller

Comprehensive Support

Whether you’re a pre-retiree dealing with inherited assets, a retiree adjusting to a significant legal or business settlement, or an affluent individual managing the complexities of unexpected wealth, we offer comprehensive support. Our goal is to equip you with tailored strategies to manage your new financial reality effectively and pursue your long-term financial objectives.

Our services for affluent families include:

By providing personalized guidance through every stage of your wealth journey, we help you make the most of your financial resources and build a stable financial future.

Start Your Path Toward Financial Self-Discovery

Book a Fit Meeting today and let’s explore how we might work together. It’s a no-obligation way to see if we’re the right fit for your financial journey.