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Welcome to Shank Wealth Management
   
 

As your Financial Advisor, we take the time to understand what you want out of life and how you feel about your wealth. We will help guide you along your financial journey.

By talking with you about your life and your financial goals, we can assess any changes that need to occur in your financial strategy.

 
   
 
 
We are a Team of Financial Planners with more than
85 years of combined experience helping clients meet objectives beyond
their investment goals.
Protecting assets from expo- sure to loss resulting from liability claims, bank-ruptcy, and/or avoidable taxation is an integral part of accumula-ting and keeping wealth.  
 
With LPL Financial Client Portal and Accountview, our clients can view their account infor-mation seven days a week via our website at no cost.
 
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Securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Investment products and services available only to residents of: AL, AR, AZ, CA, CO, FL, GA, LA, MS, MT, NC, ND, OH, OK, SC, TN, TX.
 
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