The Shakespeare Difference
We develop deep, long-lasting relationships with our clients.
This relationship is what makes Shakespeare different from other local financial advisors. We provide fiduciary advice after finding what drives you, what inspires you, and where you see your future self. We are not just your financial planner; we are your partner.
We’re a collaborative team with a high level of expertise for high net worth clients.
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 our clients. We provide comprehensive financial advice to high net-worth individuals with complex planning needs; providing a customized financial planning experience for those with investable assets of $1 million or more.
We offer big firm technology with small firm, specialized delivery.
Shakespeare is different from other advisors because we help implement our high-level advice into your financial plan. The more technical the financial advice provided, the more difficult it is to implement. Shakespeare provides both the technical advice and the implementation necessary for your financial plan to succeed.
We work with financial planning software that allows clients to create their own website, which gathers their financial planning information in one place. This shows a comprehensive net worth statement and allows for linking third parties, such as your credit card statement, in order to create an accurate cash flow.
Our advisors have the technology and expertise to provide the services the world-renowned financial companies do, but keep our client households per advisor low in order to create a boutique feel and a custom experience for each person that meets with us.
We built our succession plan to secure your legacy.
We are committed to the long-term relationships we build with clients and the longevity of our firm. The Shakespeare team has implemented a succession plan, with our advisors and leadership team becoming shareholders. Our team is fully invested in the success of Shakespeare Wealth Management.
Shakespeare has a plan in place to take care of you and maintain the high level of service you’ve always experienced. Our goal is to support our client’s financial legacy for generations to come and be a trusted partner for life.
What to Expect at the First Meeting:
Your initial 15 minute phone call with an advisor will determine if Shakespeare’s minimums and services will be a good fit for you. If so, we will schedule an in-person or virtual meeting along with providing a link to begin your client website. This will allow for discussion points during your first meeting.
In your first meeting with Shakespeare, we will ask questions to get to know you before asking about your financial goals. Building a relationship with each family allows us to gain insight that will guide us in your financial planning strategy. This is a chance to get to know each other and to answer your initial questions. We will show you our Financial Planning Process and review Shakespeare’s Value Proposition. At the end of the meeting you’ll know if we’re a good fit for you and your family long-term.
What to Expect When Working with Shakespeare:
Shakespeare serves as your financial quarterback, coordinating the moving parts of your financial life. This includes your investments, taxes, retirement goals, income needs, insurance, estate planning, charitable giving and more. Having a go-to advisor like Shakespeare representing your family and advocating on your behalf provides the peace of mind you’ve been searching for.
After you become an ongoing client, we typically meet 1-2 times per year, and communicate frequently via telephone and email to communicate changes or answer questions. It is our job to be the experts on financial planning changes and current events. We empower you with the necessary knowledge to understand what’s happening within your financial plan.