Frequently Asked Questions

What are the unique services NAMCO Advisors provides?

We offer wealth management services, which means we are financial advisors that provide a range of services, including strategic financial planning, asset management, investment management, advisor coordination, retirement planning, estate planning and a host of other services that are connected to your financial well-being. 

What makes us unique is our commitment to personalized service and ensuring that your money management plan supports your individual lifestyle goals. 

What is the difference between a large brokerage firm and NAMCO?

Simply put, personalized service and independent advice. We are a boutique firm with a much smaller pool of clients than the large brokerage houses. We take the time to meet with each client individually, get to know your personality and lifestyle and really tailor a plan to your long-term needs. 

We also offer independent advice, and help you select the appropriate investments for your needs. There is never any pressure to sell a specific product like there might be at other financial services firms. 

Do you work exclusively with women, or men or both?

A number of our women clients have come to us following a divorce and in need of our specialized post-divorce financial planning services. However most of our clients are part of multi-generational families so we work with couples and single women as well as their children and in some cases, their parents. As a result we have developed skills in many areas of wealth management. 

The common thread for all of our clients is that they have interesting stories to tell. They understand the need for organization and appreciate our breadth of services and approach to investing and personal finance. 

My investments are spread out among more than one portfolio, several banks and a group of advisors. How can you help coordinate all this information?

It is typical to have more than one advisor as your financial needs become more complex and multi-faceted. One of the services we offer is Advisor Coordination. It is essentially one-stop record keeping so that all of the information that affects your wealth management plan is included in our strategic planning discussions. 

How do you charge and what are your fees?

We offer fee-based wealth management services. The fee varies based on the level of services you need. Please contact us to discuss your individual account and needs.

I am going through a divorce and need help with my financial planning. How can you help me? 

We have many years ofl expertise in post-divorce financial planning. Our advisors have helped numerous  couples divide their assets equitably.  Please contact us for more information about our pre or post-divorce financial planning services.