Wendy Karkoska, CFP®, CRPC®
Associate Director
Family Office Management Team
Wendy is a valued member of the Family Office Management Team where she specializes in delivering tailored, strategic advisory services to families with complex financial lives. She collaborates closely with clients and team members to assist in the design of integrated investment portfolio, tax and estate planning solutions aligned with long-term goals and objectives. She is passionate about collaborating with families to facilitate bespoke client service while navigating comprehensive goals-based integrated multigenerational investment, wealth structuring, tax and estate planning strategies.
Wendy is a seasoned financial professional with a robust background in wealth management and client service & advisory. Prior to joining the TwinFocus Team, she served as a financial planning consultant for a global wealth management firm, working directly with families and private institutional clients to ensure clients received a full spectrum of services.
Wendy graduated cum laude from Northeastern University where she earned a B.S. in Business and Liberal Arts. She is a member of the Financial Planning Association and is a CERTIFIED FINANCIAL PLANNER®. Additionally, she holds Series 7 & 66 licenses.
Get to know Wendy.
If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?
I would create a wellness retreat where people come to reset, surrounded by nature, movement, and animals. It would include a dog rescue, offering healing for both humans and dogs, and be a sanctuary for reconnection, reflection, and renewal.
What do you enjoy doing outside of work?
I enjoy golf, yoga, Broadway shows, reading, tennis, international travel, and spending time with friends, family, and my dog Oscar.
What do you enjoy most about your job?
What I love most about this role is the opportunity to help solve complex problems for clients while delivering high-touch service. I thrive on efficiently getting things done—whether it’s coordinating across teams, streamlining processes, or ensuring every detail is handled with precision.
What unique personal skills make you great at your role at TwinFocus?
My strength lies in building trust and clarity with clients. I bring a thoughtful, empathetic approach with strong analytical skills. I’m naturally curious, detail-oriented, and passionate about helping people align their wealth with their values and long-term goals.