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Family Wealth Management
For families with significant wealth, the decisions around protecting, managing and transferring assets are rarely straightforward.
McNamara. Wealth, Financial Planning
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Where you are. Where you want to be.
Good financial planning starts with a clear picture of where you stand today and works forward from there. We build that picture before we make any recommendations.
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Advice that connects the dots
Most people's financial lives have more moving parts than they realise. Pension, investments, protection, property, business interests. Each decision affects the others. We coordinate those moving parts into a single coherent plan, reviewed and updated as your life changes.
The McNamara WealthMap
Your financial plan, built around your life.
The WealthMap is our structured planning process. It starts with a detailed review of where you are today and maps a clear path toward your goals, whether that is retirement, financial independence, protecting your family or planning your estate. It is the foundation of every McNamara client relationship.
Similar Areas of Advice
We advise across a focused range of areas to help our clients make clear, confident financial decisions over the long term.
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Retirement Planning
Retirement is the point where every financial decision you have made starts to matter most. We help you approach it with clarity and confidence.
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Business Continuity
Most business owners insure their premises and equipment without a second thought. Protecting the people the business depends on requires a different kind of advice.
Speak with us at a time that suits you.
Most conversations begin simply, with a desire to get a clearer picture of where things stand. If you would like to speak with us, we would be glad to hear from you. There is no obligation and no agenda beyond understanding your situation and whether we are the right fit for each other.
Alternatively, you can call us on 086 408 6023 or email info@mcnamarawealth.ie