Schenk
Wealth Management
BUILDING LONG TERM RELATIONSHIPS SINCE 1997
INVESTMENT MANAGERS AND
FINANCIAL PLANNERS WITH A DIFFERENCE
Schenk Wealth Management provides sophisticated financial planning and investment management to families, foundations and institutions across North America. What sets us apart has everything to do with service, contact and our flexibility in changing and adapting to both the varied needs of our clients and the changing market landscape. We earn our client’s trust by giving them what we would want if we were on the other end.
WHAT TO EXPECT FROM US
Expertise
Strategic wealth planning isn’t just about investments and building a portfolio. It’s about receiving the professional advice you need to get the most out of your assets so that you can finance your plans and goals for your future. Wealth planning has various components and should incorporate both short term and long term goals and needs.