2627 Chestnut Ridge Drive
As your Financial Advisor, we take the time to listen and understand what you want out of life and how you feel about your wealth. We will then help guide you along your financial journey. Our team has more than 85 years of combined experience helping clients meet objectives beyond their investment goals.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
We care about our clients. We believe values matter, and we live by ours every day.
What's happening at ShankWM. And, useful client tools.
Retiring the 4% Rule
President and Founder
Vice President and Co-Founder
Partner and Vice-President
Director of Investment Planning
Customer Service Manager