Shank Wealth Management is a wealth management firm with a consistent, disciplined process. We are a team of LPL Financial Consultants with more than 85 years of combined experience helping clients pursue objectives well beyond their investment goals. Our clients receive sophisticated financial planning, portfolio management, and personalized client services.
Our financial advisors have a long history in the financial industry, but desired independence and a true open environment for their clients. Shank Wealth Management partnered with LPL Financial in November of 2006 with the goal of developing unique financial strategies for each client’s individual needs.
Shank Wealth Management is an independently owned and operated branch office that partners with LPL Financial. LPL Financial was founded over 40 years ago with a pioneering vision to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. LPL Financial is one of the nation’s leading diversified financial services companies and the largest independent broker/dealer1 supporting approximately 13,500 financial advisors and approximately 700 financial institutions nationwide. (As reported in Financial Planning magazine 1996-2013, based on total revenues) and member FINRA / SIPC.
As a fully independent firm, we are able to provide objective financial advice while making the best choices for our clients tailored to their individual situations and desires.
Additionally, our unique team structure, with
our advisors possessing individual financial
specialties, allows us to provide specialized advice for every dimension of our clients financial lives. Our holistic, team oriented approach results in:
• A comprehensive Private Wealth Plan for managing income and expenses, independent of market fluctuations, aligned with your values, lifestyle needs and desires;
• Tailored strategies from experienced professionals that are integrated across all aspects of your financial life;
• A customized web site for you and your family that may be accessed by your other trusted advisors, including attorneys and CPAs through Wealth Vision.
We are licensed in several states, but call Kingwood and Houston our home. Our office is located in Kingwood, TX. We have a real personal commitment, involvement and dedication to the community that gives us so much and we feel we have an obligation and responsibility to actively give back to those from whom we receive so much.
Some of the organizations we support are the Lake Houston Area Chamber of Commerce, the East Montgomery Chamber of Commerce, the Houston Northwest Chamber of Commerce, the Kingwood Medical Center, the Houston Livestock Show and Rodeo, Be An Angel Fund, American Heart Association, Humble School District, Huffman School District, Future Farmers of America, Southern Texas PGA, Kingwood Women’s Club, Will’s Kids, Heaven’s Army and Family Promise of Lake Houston.
We are a Family Company encompassing two generations with a plan to take care of your family for the Long Term!