Menon Wealth Management LLC

Accounting And Tax Services
Listing Category
Short Description
Accounting And Tax Services
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.

Phone
919-802-8428
Address
344 Royal Delta  Dr Cary NC USA
ZIP Code
27519 

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