Menlo Asset Management

At Menlo Asset Management, we believe that providing appropriate financial counsel starts with understanding you, your family, and/or your business. Our comprehensive approach to financial and retirement planning is centered around forming a personalized approach for each client, ensuring their investment portfolio "fits like a glove." We are committed to your financial well-being and take our commitment seriously, holding ourselves accountable for the level of service provided.

Our mission is to provide financial advisory and insurance brokerage services with the utmost integrity and professionalism. We are dedicated to building long-term relationships with our clients, fostering trust, and delivering exceptional results. Our team of experienced professionals is equipped to handle a wide range of financial planning needs, from investment management to estate planning.

Our Associates

Our team consists of highly qualified professionals who are dedicated to providing exceptional service. Clayton VandenBossche, our Founder and President, is committed to ensuring that every client receives personalized attention and expert advice. Kelly Nicewonger, our Client Relations Associate, is instrumental in maintaining client relationships and ensuring that all client needs are met. Nick Wolfe, our LPL Registered Client Service Associate, brings a deep understanding of the financial industry and provides support in client service. William Merchad, our CFO, oversees the financial operations of the company, ensuring that all financial transactions are handled with precision and transparency.

Our Services

We offer a wide range of services designed to meet the unique needs of each client. From investment management to estate planning, our comprehensive services include financial advisory and insurance brokerage. We also provide access to calculators, videos, and articles to help educate our clients on various financial topics. Our goal is to empower our clients with the knowledge and tools necessary to make informed financial decisions.