Planning for Life. Providing Peace of Mind.
Our CFP® Advisors are more than your financial planner; we are your partner. Our goal is to form a strong relationship with each of our clients, capitalizing on the talents and knowledge base of our entire team to best serve clients with investable assets of $1 million or more.
OVER 20 YEARS IN BUSINESS
OUR COMMITMENT TO YOU
- Maintain the highest level of expertise
- Understand ongoing developments in our industry and in your life
- Work collaboratively in your best interest
- Proactively offer advice to implement your plan
What We Do
Shakespeare serves a niche market, catering to high-net-worth individuals with a minimum of $1 million to invest.
Our expertise lies in areas relating to the complex financial issues and concerns of our affluent clients.
HEAR IT FROM OUR CLIENTS
Tom & Cam: Choosing a Fee-Only Advisor
Tom & Pat: Retirement Planning for Business Owners
Peggy: Comprehensive Financial Planning
Testimonials are based on unique experiences from current clients (or private fund investor) and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results
Additional information about Shakespeare Wealth Management, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 801-92171.
MEET OUR ADVISORS
All Shakespeare advisors are CERTIFIED FINANCIAL PLANNERS™ and many also specialize in another specific area of financial planning. We use a team approach in everything we do, capitalizing on the talents and knowledge base of our entire team to best serve clients with investable assets of $1 million or more.