Broker Check

2627 Chestnut Ridge Drive Suite 260 Kingwood, TX 77339

(281) 359-3133
info@shankwm.com
Account View Login

Helping You Obtain Your Financial Objectives

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 pursue objectives beyond their investment goals.

Learn more
Getting Started

Getting Started

We create strategies that are tailored to your needs and goals.

Learn more
Our Services

Our Services

Years of experience have prepared us to guide you through your life transitions.

Learn more
Who We Are

Who We Are

We care about our clients.  We believe values matter, and we live by ours every day.

Learn more
Current Announcements

Current Announcements

What's happening at ShankWM.  And, useful client tools.

Learn more
Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Meet Our Team

Bill Shank

Bill Shank

CEO and Founder

(281) 359-3133

Brenda Jackson

Brenda Jackson

Partner and Vice-President

(281) 359-3133

David Moeller

David Moeller, CIMA

Director of Investment Planning

(281) 359-3133

Megan Gaskamp

Megan Gaskamp

Director of Operations & President

(281) 359-3133

Lydia Smith

Office Manager

Pam McNair

Pam McNair

Client Service Associate

Have a Question?

Thank you!
Oops!