Anthony Shink

Tony brings over 30 years of professional experience implementing financial knowledge and expertise to individuals, families, and investment professionals.

He holds a Chartered Special Needs Consultant designation (ChSNC®), which is a credential focused on the application of specialized skills and knowledge to help caregivers design the best possible future for those impacted by disabilities. He additionally retains the Certified Private Wealth Advisor designation (CPWA®), an accreditation of advanced training and expertise to address the complex challenges faced by wealthy individuals and families. The ChSNC® and CPWA® programs offer advanced applications of tax, law, finance and government benefits for clients’ life-cycle of wealth: accumulation, preservation and distribution. Tony has over two decades of personal experience maneuvering in the special needs domain for his own family. These life experiences have fueled his passion, commitment, and dedication to help others. Tony’s three decades of professional experience equips him with the ability to provide guidance on building, managing, and protecting wealth. He leverages fellow experts in the fields of tax, law, and government benefits to meet clients’ objectives, seeking unique solutions, personalized to their individual needs. Mr. Shink's education, expertise, and experience provides support and guidance to enable his clients to prioritize what truly matters: supporting and dedicating their attention to their loved ones.