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2627 Chestnut Ridge Drive Suite 110 Kingwood, TX 77339

(281) 359-3133
info@shankwm.com
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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 meet objectives beyond their investment goals.

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Getting Started

Getting Started

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

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Our Services

Our Services

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

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Who We Are

Who We Are

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

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Current Announcements

Current Announcements

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

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<p>Retiring the 4% Rule</p>

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Meet Our Team

Bill Shank

Bill Shank

President and Founder

(281) 359-3133

Christian Shank

Christian Shank

Vice President and Co-Founder

(281) 359-3133

Brenda Jackson

Brenda Jackson

Partner and Vice-President

(281) 359-3133

Justin Purvis

Justin Purvis

Vice President

(281) 359-3133

David Moeller

David Moeller, CIMA

Director of Investment Planning

(281) 359-3133

Megan Gaskamp

Megan Gaskamp

Customer Service Manager

(281) 359-3133

Tracy Mahan

Tracy Mahan

Office Manager

(281) 359-3133

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