The Shank Wealth Management

At Shank Wealth Management, we are in a unique position to contribute to the financial success of our clients and our community while taking full advantage of comprehensive back office support, regulatory expertise and oversight, as well as technological support provided by LPL Financial, the No.1 independent broker/dealer in the country. These advantages are passed on to our clients in the form of better and more personalized service.  After all, it’s our reputation on the line.

Choosing the right resources to manage your wealth is one of the most consequential decisions that you will ever make. With increasing uncertainty in today’s financial markets, these are the times when you most need objective advice.

We are a Team of Financial Planners with more than
85 years of combined experience helping clients meet objectives beyond
their investment goals.
Protecting assets from expo- sure to loss resulting from liability claims, bank-ruptcy, and/or avoidable taxation is an integral part of accumula-ting and keeping wealth.  
With LPL Financial Client Portal and Accountview, our clients can view their account infor-mation seven days a week via our website at no cost.
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Securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Investment products and services available only to residents of: AL, AR, AZ, CA, CO, FL, GA, LA, MS, MT, NC, ND, OH, OK, SC, TN, TX.
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