Client Portal

Client Portal

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.

Custodian Information

Charles Schwab & Co.

To Call:  1-800-515-2157

Online:  www.SchwabAlliance.com

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

Our Team

Kevin Reardon, CFP®

Founder & CEO

Schedule An Appointment with Kevin

Andrea Bulen, CFP®

President & Financial Advisor

Schedule An Appointment with Andrea

Nick Ziarek, CFP® , CFA

Partner & Financial Advisor

Schedule An Appointment with Nick

Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®

Partner & Financial Advisor

Schedule An Appointment with Brian

Ryan Rink, CFP®, ChFC®, CLTC®

Partner & Financial Advisor

Schedule An Appointment with Ryan

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!

Submit a Testimonial Your Name ✽ Your Email ✽ How many years have you been a client with Shakespeare? ✽ Less than 1 Year1-3 Years3-5 Years5-10 Years10-15 Years15+ Years Would you refer your friends and family to Shakespeare? ✽ YesNo Do you remember your first meeting with Shakespeare? What did you like about it? What life transition made you want to reach out to an advisor? ex. Retirement, Selling a Business, Death of a Loved One, Marriage/Divorce Leave us a review of our relationship with you, the services we provide or anything else you would like to share with us!

Thank you for sharing our name!

Second Opinion Program Flyer

Have a Question for Your Advisor?

Submit a Question ✽ ✽ ✽ ✽ Which Shakespeare financial advisor do you usually work with? Question

VIEW FROM THE LAKE

Our Blog

A Year in Review: Economic Updates from 2023

By Nick Ziarek | December 29, 2023 Read More > about A Year in Review: Economic Updates from 2023

Year-End Financial Planning Checklist

By Brian Ellenbecker | December 15, 2023 Read More > about Year-End Financial Planning Checklist

Tip of the Month | December 2023

By Ryan Rink | December 10, 2023 Read More > about Tip of the Month | December 2023

What Wealthy Families Get Wrong About Financial Advisors

By Kevin Reardon | December 5, 2023 Read More > about What Wealthy Families Get Wrong About Financial Advisors VIEW ALL

WHAT’S ON YOUR MIND

Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260

Complete the form below and one of our financial planners will get in touch with you soon.

CONTACT US ✽ ✽ ✽ ✽