Helping neighbors reach financial security is their goal Shank Wealth Management is a family business aimed at taking care of the financial futures of families in the Humble/Kingwood/Atascocita area. Father and son duo Bill and Christian Shank started Shank Wealth Management in November of 2006 in Kingwood as president and vice-president, respectively. Last year they added Terry Whitney to their team, and John Liberda joined the Shank family in May 2010 as a financial advisor. Rounding out the Shank ‘family’ are office manager Alice Hanovich and customer service manager Megan Gaskamp. The four financial advisors in the Shank business have all worked as brokers for several years in this community. Shank Wealth Management is now considered the largest independent brokerage firm in the Humble/Kingwood/Atascocita area. Serving the community under the umbrella of LPL Financial Services, Shank and his staff provide financial services, products and objective advice to their clients in the surrounding family of communities. Shank Wealth Management offers services including retirement and estate planning; brokerage services (stocks/bonds); and management of corporate 401K plans and college savings plans. They also offer life and long-term-care insurance. “We’ll do everything that has a dollar sign in front of it – except balance the checkbook,” said Bill Shank. The team admitted they have even balanced checkbooks for their clients on occasion. Christian Shank wants people to feel free to ask questions and in return they will receive free advice. “We’re seeing a growing trend – a dramatic shift – of people losing faith in the larger firms and going to independent groups like us,” Christian Shank said. “More brokers are leaving big national firms and joining arrangements like this.” LPL Financial Services touts national presence, financial strength and highly experienced financial advisors. “With a large company like LPL Financial Services’ infrastructure backing us, we are able to run a business that caters to our local clients. With a large company behind us, we can focus on our clients and our community,” Bill Shank said. “We are a family business taking care of families. My philosophy is to do what is right for the client, and make our own independent choices of what is best for our clients.” Whitney and Liberda agreed they like this arrangement because it allows them to offer unbiased advice to their clients and meet with them locally and face to face. “One thing the Shank family wants everyone to know is that we are a full-service office, and we are open for business,” said Bill Shank. Shank Wealth Management is located at 2627 Chestnut Ridge, Suite 110 in Kingwood. For more information call 281-359-3133. Photo: Shank Wealth Management recently welcomed new family member John Liberda. Seated, left to right, Bill Shank and Christian Shank; back, left to right, Alice Hanovich, John Liberda, Terry Whitney and Megan Gaskamp. Photo by Trilla Cook

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