Rely on trusted financial guidance to navigate the route to your life's goals.
Preparing for Whatever Comes Next.
Change comes in waves. Whether caused by high winds or strong currents, they’re unpredictable. One minute they’re there and the next they are gone, so you must be resilient and prepared for what arises naturally. That’s why it takes trusted advice, experience, and skill to navigate the financial waves of change you face in pursuit of your life’s goals.
Ride the Waves of Change Confidently.
You have goals and dreams that you want to achieve—but how do you get there from here? We put the pieces of your financial picture together, so you see how your aspirations can become reality.
We serve a wide range of multigenerational needs, including young professionals starting out on their financial journey, families that need guidance with planning for their future, business owners looking to manage and grow their business, and individuals enjoying the retirement lifestyle they have envisioned.
Wendy Namack, CFP® has earned the Five Star Wealth Manager award for the past 10 years. She is a dedicated financial professional who is committed to pursuing professional excellence and providing exceptional service to her clients.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 613 Sarasota-area wealth managers were considered for the award; 51 (8% of candidates) were named 2021 Five Star Wealth Managers. 2020: 579 considered, 49 winners; 2019: 602 considered, 60 winners; 2018: 626 considered, 52 winners; 2017: 434 considered, 40 winners; 2016: 464 considered, 96 winners; 2015: 602 considered, 112 winners; 2014: 849 considered, 146 winners; 2013: 652 considered, 141 winners; 2012: 530 considered, 149 winners.
Get Your Total Financial Picture.
To simplify the planning process, we use RightCapital's powerful projection tools. It provides a clear, complete, and simple way for you to track all your financial accounts and investments in one place. Watch our RightCapital and Investor360° videos to see how we use these tools to serve your planning needs.
Get a Clear Vision of the Big Picture.
No matter what your stage in life or business, we can help you map out your journey to a healthy financial future. Contact us today.