Shakespeare Client Website
- Updates every linked financial account you have daily.
- Lets you run a host of planning reports from your own home.
- Empowers you to better understand your finances. See your bottom line at any time.
- Organize everything you own all in one safe place.
- Create a budget and track your spending habits and assets against your goals.
- Give you a safe and secure online filing cabinet to store important financial records (no more shoe box full of papers at home).
- Share information with a trusted third party, if you so choose, via your website
Schwab Login
- Shows accounts that are held at Schwab and managed by Shakespeare Wealth Management.
- Provides real time asset values.
- Lets you run a host of planning reports from your own home.
To Make Deposits:
Include Account # on Your Check and Mail to:
Charles Schwab and Co., Inc.
Attn: West - Cashiering
PO Box 982603
El Paso, TX 79998-9952
You may also drop your deposit off at a local Schwab office.
Secure File Upload
Client Testimonials
At Shakespeare, we’re always striving for improvement and to provide the most value to YOU.
We would love a quick email review of:
- Our relationship with you;
- Your Shakespeare Team (and members);
- The services we provide; and
- Anything else you'd like to share with us!
Thank you for sharing our name!
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260