Shank Wealth Management is an independent, fee-only financial advisory firm based in Grapevine, Texas. Their mission is to serve as a trusted partner for clients by helping them build and preserve wealth through objective, personalized financial planning and investment management. The firm operates on core values of Integrity, Objectivity, Competence, and Confidentiality, focusing on building long-term relationships and delivering advice that is solely in the best interest of their clients.

Founded in

United States