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:
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