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ShankerValleau
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
5215 Old Orchard Rd Ste 850, Skokie, Ill...Phone Number
(847) 475-2900Website
www.shankervalleau.comRevenue
<$5 MillionIndustry
About ShankerValleau
ShankerValleau provides a comprehensive approach to personal wealth management, focusing on helping families build and preserve their wealth through global portfolio diversification, financial planning, and tax planning. With over three decades of experience, they serve as trusted partners for clients navigating important financial decisions. Their holistic strategy integrates investments, income taxes, insurance, and estate taxes to create tailored solutions. The firm emphasizes a high level of service by intentionally limiting the number of clients they accept.Explore more
ShankerValleau Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
ShankerValleau
<$5M
1-10
Private
-
1985
John ValleauPresident, Shankervalleau Wealth Advisors, Inc & Shankervalleau Accountants
ShankerValleau Tech Stack
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ShankerValleau provides a comprehensive approach to personal wealth management, focusing on helping families build and preserve their wealth through global portfolio diversification, financial planning, and tax planning. With over three decades of experience, they serve as trusted partners for clients navigating important financial decisions. Their... Read More
