1.866.949.4015

The Private Wealth Management team, facilitated by Shannan Bowers, Senior Relationship Manager, utilizes our experience in retirement plan consulting to work with individual clients. Our proactive service model and team approach enable us to anticipate client needs and assure that financial goals are addressed. From MHK Retirement Partners investment committee meetings and model management to financial planning, we strive to make the process of securing finances in retirement as simple and worry-free as possible and ensure that our clients understand their choices when making financial decisions.

BrokerCheck