Jack McNamara, CFP®
Wealth Advisor

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Jack McNamara is a Wealth Advisor at Beacon Pointe Advisors and specializes in advanced tax planning, estate strategies designed to reduce federal and state estate taxes, and advising on stock options and concentrated equity positions. He also develops customized investment strategies with a focus on alternative investments and access to non-traditional markets. He works with business owners whose companies have enterprise values of $5 million or more, families with a net worth of $3 million or more, and corporate executives with $3 million or more in assets—many of whom hold significant concentrated stock positions.

Jack holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, and he operates with three core principles: put in hard work, control what you can control, and surround yourself with a great team. He was raised in Steamboat Springs, Colorado, and attended St. Olaf College, where he was a dual-sport NCAA athlete in hockey and golf. Jack values the trust his clients and their families place in him and his team and the ability to truly align life with wealth, as that means something different to everyone.