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

Shank Wealth Management

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United States
Kingwood, TX
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 place. 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.

11/03/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

11/01/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

10/29/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

10/27/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

10/25/2026

Healthcare in retirement can cost more than expected. Our article covers three often-overlooked expenses.

10/22/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

10/20/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

10/18/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

10/15/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

10/13/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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

Website

http://www.shankwm.com/

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