Shakespeare Wealth Management
Shakespeare is a Fiduciary Advisor serving as the Financial Quarterback for our High Net-worth Clients. We work in concert with CPAs to add value in every facet of a client’s financial plan. This includes ongoing tax planning strategies, Social Security Planning, retirement income strategies, tax sensitive investment strategies, charitable planning, business planning & succession, estate planning, and more. We specialize in working with clients with investable assets over $1mm.