ShankerValleau Named One Of The Top Fee Only Wealth Management Firms In America

  Fall 2015

Mowery & Schoenfeld wealth management has partnered with ShankerValleau to offer a comprehensive approach to personal wealth management. Our mission is to bring peace of mind through sophisticated wealth management by adhering to a long term, disciplined approach that will allow our clients to achieve their financial goals. We protect and cultivate wealth through global portfolio diversification, financial planning advice and tax planning.

We are proud to report that CNBC named ShankerValleau in its 2015 ranking of the top fee-only wealth management firms in America.

ShankerValleau is one of only three firms headquartered in Illinois to make the list and the only firm from Chicago’s Northern Suburbs.

CNBC used the following factors in making their determination: Assets under management, having staff with professional designations, working with third party professionals, average account size, growth of assets, number of years in business, number of clients and providing advice on insurance solutions.

Mowery & Schoenfeld Wealth Management coordinates every part of our clients’ financial lives, giving them a clear picture of their financial situation, including:

  • Retirement Planning
  • Tax Minimization
  • Wealth Protection
  • Estate Planning
  • Life and Disability Insurance Analysis
  • Education Planning
  • Charitable Giving Planning

We invite you to contact Keith Schoenfeld or Jeff Mowery to learn more about our wealth management services.