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Menon Wealth Management LLC,

519 Front Ridge Drive, Cary, NC 27519View on Map

Description

Sachin Menon is the President/Founder of Menon Wealth Management and has fifteen years of industry experience. Prior to founding Menon Wealth Management, Mr.Menon was a Fixed Income Trader and Investment Advisor at a Regional Broker/Dealer in Memphis,TN. At the contra firm , Mr.Menon specialized in trading corporate and government agency securities and providing investment advice to retail and institutional clientele. Mr.Menon received his Masters in Business Administration from The University of Memphis and is a registered securities principal with LPL Financial. Mr Menon started Menon Wealth Management with the idea of providing timely and efficient tax advantaged investment opportunities to its existing and potential clients. Our client roster includes well known physicians, lawyers, accountants and entrepreneurs from all over the nation. We believe in getting to know our clients and offering services that are suitable for his/her unique situation. Please contact us, should you have any questions or if we can help improve your financial situation.

Basic Details

  • Financial Planning
  • Financial Planning, Auditing Services, Cash Flow
    Financial Planning, Auditing Services, Cash Flow, Banking Services, Wealth management
    ... Read MoreRead Less
  • 10 - 15 Years
  • 519 Front Ridge Drive
  • We Are Open 24 X 7

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