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.

Investment 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

Our Pledge to You

Rest assured, we always make your interests and goals our top priority.
We provide you with real, meaningful solutions, not merely options
We present our advice and results in the clearest, simplest and most direct method possible
We are mindful of the cost of services and strive to always provide the best value possible
We intentionally limit the number of clients we accept to ensure a high level of service
We continually invest in ourselves, our staff, and our office to offer the most state of the art solutions

ShankerValleau manages over 500 investment portfolios, over 200 wealth client relationships, and prepares over 400 tax returns each year.

Increase in assets managed over 15 years
SV advisors are CPA’s or CFP’s
Clients who are with us after 5 years
Clients who are still with us after 15 years

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