Joseph M. Mentrek
Vice President
Director of The Wealth Center at Meaden & Moore

Contact Information
Cleveland Office
Direct: (216) 928-5343
E-mail: jmentrek@meadenmoore.com

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Experience
As a licensed attorney, Joe brings an important dimension to the Wealth Management Group practice.  He provides all the traditional services of estate planners in focusing on clients’ financial needs, and then he applies his legal experience to the circumstances as well.  Prior to joining Meaden & Moore, Joe practiced for seven years in the Cleveland office of a national public accounting firm and for six years with a local law firm.  Joe has an extensive background in assessing clients’ goals and objectives and establishing a course of action to achieve them. 

In addition to providing a full range of estate and financial planning to individuals, Joe is especially adept in his ability to help business owners establish plans to transfer ownership of their companies and manage personal wealth into retirement and ultimately on to the next generation.  When advising clients in executing often complex and challenging plans, Joe is diligent in his resolve to assure that they fully understand their options and have every opportunity to take advantage of them.  His extensive legal experience, particularly in tax matters, helps to ensure that his clients’ goals and needs are met. 

Education
Ohio Northern University, Juris Doctor degree and Bachelor of Science in Business Administration; holds Series 7 and 66 licenses

Professional Development
American, Ohio, and Cleveland Bar Associations; The Estate Planning Council of Cleveland; The Tax Club of Cleveland;  He frequently writes and speaks on tax and estate planning matters, and has addressed the Cleveland Tax Institute, The Cleveland Estate Planning Institute, The Ohio and Cleveland Society of Certified Public Accountants, and The Northern Ohio Planned Giving Council

Meaden & Moore Financial Services, Ltd. Registered Investment Advisor dba The Wealth Center at Meaden & Moore, is an affiliate of Meaden & Moore, Ltd. (A Meaden & Moore Company)

Securities offered through 1st Global Capital Corp. Member FINRA, SIPC.  Meaden & Moore Financial Services, Ltd. is not affiliated with 1st Global Capital Group.