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 pursue 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.
CEO and Founder
Partner and Vice-President
Director of Investment Planning
Director of Operations & President
Client Service Associate