Ehren Mendum, Portfolio Manager
I offer guidance on investment and financial affairs, and I manage the risk that the markets and life can bring.
I work with professionals, business owners and high-net-worth individuals who require assistance with the building and protection of their wealth. I also help retirees and pre-retirees maintain their desired lifestyles, and assist well-established families with the tax-efficient transfer of wealth to the next generation.
My approach to wealth management is comprehensive and tailored to you. Before I begin to manage your money, I employ a disciplined approach to determine a thorough understanding of your financial needs and objectives. That way I can develop a portfolio that truly suits you.
Please feel free to contact me for more information.