Categories: Financial Advisors & Planners
Services: Wealth Management, Ongoing discretionary investment management, Automatic rebalancing, Tax loss harvesting, Collaboration with CPA, Estate Planning, and Other Professionals, Portfolio personalization, Assigned personal financial advisor, Assigned portfolio manager

If you are going to entrust anyone with your financial future, it is essential that you know who will be on your team. Lucas Mendoza Wealth Advisors (LMWA) is a full-service, multi-disciplinary wealth management firm that addresses the many financial concerns of individuals and families. Our diverse team has wide-ranging, complementary skill sets. Below, we provide detailed biographical info on each member of the team so that you can know where we are coming from and what we will bring to bear in our service to you.