Profile

Dennis McNamara, CFP®, AIF

wHealth Advisors

Contact Details

wHealth Advisors
162 Broadway
Bldg 1, Fl 4, Ste 143
Keyport, NJ 07735
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Primary: (732) 747-6697
Mobile: (908) 601-7561

Social Links


Bio

During my first semester at Rutgers University, I met my girlfriend (now wife), Arabelle. Flash forward to graduation and Arabelle had committed to her next endeavor: dental school. As for me, I was out of gas. For the prior two years I worked over 30 hours a week as a financial analyst, catered events on the weekends, and pursued a triple major in finance, economics, and management (note to self: life is a marathon, not a sprint!). Unsure of my path forward, and a bit fatigued, I decided it was time for a change.

After learning that I could offer my physical labor on organic farms and grassroot sustainability projects in exchange for room and board, a six-week sabbatical was extended to nearly twelve months. While in Costa Rica, I lived and worked with a coffee farmer who, seemingly immune to life’s stresses, shared a quote: “Un dia mas, un dia menos” or, “One day more, one day less.” This quote stuck with me. Once home, I committed myself to a life of contentment, to living in the present, and to valuing my 
work (not my job).

In the years that followed I served as the US director of business development for a social enterprise firm, a financial analyst and planner for the ultra-high net worth clients of Ayco (the private wealth management group of Goldman Sachs), and as a financial planner at a top-ranked financial planning firm here in NJ.

Today, as a founder of wHealth Advisors, I find immense fulfillment in knowing that we use our platform as a force for good. While donating a portion of our profits and offering pro-bono services to those in need is something I’m incredibly proud of, these commitments would not be possible without our most valuable asset – our clients. My life’s mission has been dedicated to helping others live their best, most fulfilling lives by doing what I know and love: comprehensive financial planning. I am excited to meet you and look forward to the opportunity of working together on 
your journey to financial independence!

Professional Credentials/Designations

  • AIF
  • CFP®

Serving Clients Living In

  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes