Shank Wealth Management

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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.

10/25/2026

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

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

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

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

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

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

Investors should understand the ways in which financial professionals are compensated for the services they provide.
10/11/2026

Investors should understand the ways in which financial professionals are compensated for the services they provide.

Read this overview to learn how financial advisors are compensated.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
10/08/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
10/06/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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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