High-Net-Worth Individuals and Families
Investable Assets of $1 million or more.
Investable assets include your liquid and near-liquid assets:
- Cash, checking and savings accounts
- CDs and money market accounts
- Stocks, bonds and mutual funds
- Retirement accounts and trusts
*Properties and physical assets like your home, vehicles, other real estate investment properties and art, jewelry or collectibles aren’t considered liquid or near-liquid.
- Preparing for Retirement
- Recently Retired
- Death of a Loved One
- Sale of a Business
- Complex Asset/Investment Situation
Looking for an Ongoing Relationship with a Financial Advisor
- Meetings 1-3 times per year.
- Advisor availability for questions or concerns.
- Monthly newsletters
- Blog posts
- Client events
We are grateful for our Shakespeare clients:
Average Number of Clients
Average Years of Client
Number of Client Families Who Have Been with Shakespeare Over 20 Years
WHAT'S ON YOUR MIND
Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Pewaukee, WI 53072-5260