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 and succession, estate planning, and more. We specialize in working with clients with investable assets over $1mm.