Shakespeare Blog: View from the Lake

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Video: Timeline of Shakespeare Wealth Management

By: Kevin Reardon, CFP®

This year, we’re celebrating a significant milestone—25 years of dedication, growth, and most importantly, of serving you, our valued clients. Watch the following video as we take a moment to reflect on our journey, the challenges we’ve overcome, and the successes we’ve shared together.

A Brief History of Shakespeare Wealth Management:

Full Timeline