Shank Wealth Management

Shank Wealth Management Helping to Secure Your Financial Future. If you want to work the rest of your life, that is your business. If not, that is our business.

As your Financial Advisor, we take the time to understand what you want out of life and how you feel about your wealth. We will help guide you along your financial journey. By talking with you about your life and your goals, we can assess any changes that need to occur in your financial strategy. For qualifying clients, we can organize all of your personal and family financial information in one p

lace. Our years of experience are coupled with a comprehensive approach and sophisticated technology. We consolidate your information and present it in a way that is easy to understand and available to you any time, day or night. Please call us to discover for yourself how our wealth management process starts and ends with your dreams, allowing you to live your life and give life to your dreams.

09/02/2026
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
09/01/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Why are they made again and again? This piece helps make sense of these errors in judgment.
08/30/2026

Why are they made again and again? This piece helps make sense of these errors in judgment.

Why are they made again and again? Making sense of these errors in judgment.

How will your investments weather the ups and downs of the business cycle?
08/27/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
08/25/2026

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
08/23/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
08/20/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
08/18/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

U.S. Service Members should consider taking advantage of programs that are available.
08/16/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Address

2627 Chestnut Ridge, Suite 260
Kingwood, TX
77339

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

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