Personalized to Your Situation.

We are not all clones of one another. Some of our clients have large retirement plans. Others created their wealth through inheritance or the sale of a business. Some want to travel during retirement, while others prioritize staying near grandchildren. Each has something unique about them, something that they want to achieve during retirement or through their legacy, and that uniqueness needs to be built into their financial plan. That’s why we craft your personalized plan and work with you to pursue your goals and dreams.

Portfolio Management

The skills to create a portfolio that reflects your goals and time horizon.

An analytical thinker and perennial learner, Wendy Namack thrives on the portfolio management capabilities she delivers. She enjoys researching and selecting firms to build your portfolio, as well as constantly monitoring their performance and long-term outlooks.

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Insurance Planning

Insurance is an essential part of any sound financial plan. Being prepared for the unexpected will help protect your goals after facing a financial crisis. Insurance can also help keep you from emptying your emergency fund. We will evaluate your needs for life, long-term care, disability, and other insurance.

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Life Insurance

Help protect your family against financial hardship with effective life insurance coverage.

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Long-Term Care

Address expenses for a chronic medical condition, custodial or hospice care, and more.

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Disability Insurance

Plan to help protect your finances in the event you miss work due to injury or illness.

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We provide guidance on healthcare costs and Medicare benefits to help mange your healthcare expenses.

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Retirement Planning

We help manage your assets before and during retirement.

Let us help you make the most of your employer-sponsored retirement plans, IRAs, and other options. Together, we’ll evaluate your current financial status, determine how much you need to retire comfortably, and create a strategy to distribute your assets in a tax-advantaged way.

Estate Planning Analysis

Wendy Namack specializes in addressing her clients’ estate planning and wealth distribution needs. Let us create a master plan for the management of your assets and property during life, and the distribution of your property at death. With the right estate plan, you can gain greater privacy and control, and help empower your legacy for generations to come.

You’ve spent your lifetime working hard to accumulate your wealth. We’ll help you preserve it for your loved ones and for the causes that are most meaningful to you.

Business Exit Planning

Advice for every stage of your journey.

We help owners of businesses of all sizes get the most out of their retirement plans, explore sound estate planning strategies, and plan for the smoothest and most beneficial exit from their business. We can help you plan every stage of your business, from growth to succession planning.

Namack Portfolio Investment Professionals does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

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