Mowery & Schoenfeld is expanding its wealth management services. The firm’s affiliate, Mowery & Schoenfeld Wealth Management has formed a strategic alliance with Shanker Valleau Wealth Management in order to provide wealth management services for our clients. Shanker Valleau was established in 1985 and is an accounting firm that specializes in providing wealth management services. The outstanding performance record of Shanker Valleau Wealth Management will be combined with the Mowery & Schoenfeld client service model to create an unsurpassed deliverable for our clients in terms of service and value.

“We enjoy helping our clients succeed – and we’ve done it time and time again,” says Keith Schoenfeld. This new strategic alliance enables Mowery & Schoenfeld to help our clients with their individual wealth management and contribute to their overall success.

Mowery & Schoenfeld Wealth Management will provide holistic financial planning, insurance services, estate and trust planning, retirement planning, strategic tax advice and investment management services though a well-rounded portfolio with adherence to specific asset allocation goals.

For more information on these expanded services, please visit our new wealth management website at www.ms-wealth.com.