Predico Partners, LLC Employee Directory

Financial ServicesUnited States2-10 Employees

Predico Partners is a fee-based financial planning firm.  It is wholly independent of any ties to any financial products.  Its advice and counsel is 100% objective,based solely on each client’s individual needs.
 
Founder, Wendy Kowalik, has spent her 20 year career helping clients capture their dreams about their financial future. With that clarity of vision she helps them to secure a foundation built on sound financial decisions and life strategies that lead back to their core values.  The executives, businesses, and business owners that Wendy has served rely on her to apply the highest ethical standards in quality advice, effective implementation and superior service.

To get her clients in a place where they believe they can achieve their desired future, Wendy partners with each of them to address, one by one, the foundational elements involved in tending to one’s affairs – or, as the origins of the name of her company, “praedico,” suggests-- “to fix in advance.”  Wendy designs lifetime solutions for her clients -- as unique as their own fingerprints -- that will preserve capital for this generation and the next, and then works closely with them as life events unfold to ensure that their financial strategies continue to remain one step ahead of life’s unexpected challenges.

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