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.
Our History
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.
Our Philosophy
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.
Our Approach
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.
Excellence
We are committed to the highest level of personal performance. We take our roles and responsibilities seriously.
Service
Through our dedication to service, we create value for clients, communities, and stakeholders.
Passion for Winning
We play to win. We are optimistic, confident, and driven by a sense of urgency. We desire to excel and are focused on long-term success.
Respect and Value for Every Individual
We embrace diversity, seeking new ideas and listening and learning from each other. We appreciate the unique capabilities and contributions of each person.
Integrity
Trust and honesty are essential to us. We do what we say we will do. We communicate with candor. We admit our mistakes. We are professionals who can be trusted.
Teamwork
We achieve far more as a team than as individuals. We do not tolerate those who put their own self-serving interests above those of our clients, colleagues, and stakeholders.
