ShankerValleau Wealth Advisors is your one-stop shop that synchronizes and manages all aspects of your financial life.
We use the following 5-step process:
Discovery Meeting
Develop your complete financial profile.
Wealth Planning Meeting
Our plan for your investments.
Mutual Commitment Meeting
Confirming your asset allocation goals.
45-Day Follow-Up Meeting
A status meeting to see how things are going 45 days in
Annual Financial Checkups
A comprehensive checkup to review all aspects of your financial life.
Our holistic approach synchronizes the four key areas of your financial life.
The goal of ShankerValleau Accountants is to help you increase your wealth through the minimization of taxes.
With our fully integrated approach to financial management, your tax strategy becomes an extension of your investment strategy.
Meet the principals, Larry and John.
“I love to solve problems, that’s what makes me happy. The more complicated the problem, the more I love to do it.”
— Larry Shanker
“We get the job done without getting in your way. We work in the background so you can shine in the foreground.”
— John Valleau
