ShankerValleau Wealth Advisors, Inc.
Your financial plan should reflect your own unique life experience and adapt to your changing priorities.
ShankerValleau is your one-stop shop that can synchronize and manage all aspects of your financial life. For over 30 years, we have provided a comprehensive approach to personal wealth management that protects and cultivates your wealth through global portfolio diversification, financial planning advice, and tax planning. We are an independent, fee-only advisor, ensuring the most impartial, objective advice from Certified Financial Planners and Certified Public Accountants.
We work closely with you to understand your long-term goals of building wealth, creating a retirement income strategy, or navigating a life transition. Then we design and manage a globally-diverse portfolio that minimizes your taxes and costs. With periodic check-ups, we ensure that your plan continues to perform optimally over the long haul.
ShankerValleau is driven by 6 core beliefs:
1. We strive to increase your peace of mind and security.
2. We seek to turn complex problems into simple solutions.
3. We are proud of our extremely high client and staff retention rate.
4. We adapt with changing financial times as well as your changing priorities.
5. We help young people get on the right financial path early.
6. We give you a clear and concise picture of your financial life at any given time.