Independent and Experienced Guidance.
As an independent advisory firm, Namack Portfolio Investment Professionals is very different from the traditional Wall Street model of financial planning. There is no parent company or board of directors here, so there is no potential for conflicts of interest. We only answer to you and remain free to offer independent advice to serve your best interest.
Helping our clients pursue their dreams.
For more than 25 years, Wendy Namack, CFP® has focused on helping professionals, business owners, nonprofits, individuals, and families pursue their vision, goals, and aspirations. A creative problem-solver at heart, Wendy is wired to resolve issues for her clients. It is in her DNA.
We believe our clients always comes first.
At Namack Portfolio Investment Professionals, you can count on us to do the right thing, at the right time, in the right way, for all the right reasons—providing the trusted, independent advice you need and deserve. Our investment philosophy applies sound, comprehensive, and coordinated financial planning strategies aimed at helping you accumulate, manage, preserve, and transfer your wealth.
A financial industry thought leader and strategist.
Wendy Namack has the training, experience, and know-how to deliver strategies for lowering taxes, creating an income plan, reducing the risk in your portfolio as you get older and your risk tolerance changes, and protecting your assets and estate. With her years of financial services experience, Wendy Namack has become a financial industry thought leader with a voice in the investment world and her local community.
Values You Can Rely On.
We stay true to our core values of ESPRIT: Excellence, Service, Passion for winning, Respect and value for every individual, Integrity, and Teamwork.
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.