The Keller Williams Northeast Concert Series was most recently sponsored by our friends at the Kingwood company, Shank Wealth Management. Shank Wealth Management is an independent Asset Management firm with more than 50 years of combined experience helping clients meet objectives well beyond their investment goals. As you look to make your dreams come true, Shank Wealth Management will help you increase and protect your wealth.
They have joined forces with many other professionals in the community to bring you free educational events that will be open to the public. The “Health and Wealth Seminars” will pair together companies that focus on personal health, such as Liz Fuentes from My Fit Foods , Katie Paris from Embody Fitness Center , Phyllis LeFevre from Momentum, a holistic health and wellness expert , Carolyn May, a personal body trainer with Life Time Fitness and others. And of course, Shank Wealth Management who will focus on your financial health.
Anne Vickery of Keller Williams Northeast is also one of the professionals that Shank Wealth Management works with to bring you valuable information. She says, “For most people, their biggest and most important asset is their home. The Shank Wealth Management team can help you develop a plan to buy that first home, or protect your existing property investment, depending on your need. I have worked with Bill Shank and his team for the many years and they work hard to focus on their client’s best interests.”
They also will be providing free “Stump the Broker” luncheons. The licensed LPL Financial advisors will be on hand to answer questions about investing and financial planning. You are encouraged to come up with the best and most challenging questions you can.
“We would love to meet you and we are honored to serve you!” says the company’s President, Bill Shank. “The Shank family has been serving the Kingwood community for 18 years encompassing two generations. Our goal is to take care of your needs for the long term. We have a real personal commitment, involvement and dedication to the community and we feel we have an obligation and responsibility to actively give back to those from whom we receive so much.”
Please visit the Shank Wealth Management Blog or their Shank Wealth Management website for more information.