Shank Wealth Management is an independent Wealth Management firm with a consistent, disciplined process. We are a team of Financial Planners with more than 50 years of combined experience helping clients meet objectives well beyond their investment goals. Our clients receive sophisticated financial planning, portfolio management, and personalized client services.

Securities Offered Through LPL Financial, A Registered Investment Adviser. 
Member FINRA/SIPC. www.finra.org and www.sipc.org  Investment advice offered through Symphony Financial, Ltd., Co., a registered investment advisor. Symphony Financial, Ltd., Co. and Shank Wealth Management, LLC are separate entities from LPL Financial. 


The LPL Financial registered representatives associated with this 
page may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, FL, GA, LA, MT, ND, SC, TX

"Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness."

Shank Wealth Management

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Shank Wealth Management

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