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.
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.
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.