Serving High-Net-Worth Clients Since 1999
Hear from a few of our clients about why they found Shakespeare Wealth Management to be the right fit for them:
Tom & Cam: Choosing a Fee-Only Advisor
Tom & Pat: Retirement Planning for Business Owners
Peggy: Comprehensive Financial Planning
Testimonials are based on unique experiences from current clients (or private fund investor) and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.
Additional information about Shakespeare Wealth Management, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 801-92171.