Wendy Jankoski is a highly experienced financial advisor with over 30 years of experience in the industry, joining Compound Planning after founding and leading her own successful RIA, Wealth Architects LLC. She advises high-net-worth individuals and multi-generational families, delivering tailored strategies that address investment management, estate and tax planning, and complex wealth transitions. She has particular skill in working with retirees and pre-retirees, helping ensure that clients have a comfortable — and uncomplicated — income stream in their golden years. She is also a strong believer in philanthropy, working with clients to es...

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