A complete list of active advisors currently associated with Shakespeare Wealth Management, LLC

Warmer can help you find a great advisor at Shakespeare Wealth Management, LLC or one who fits your needs even better.

Shakespeare Wealth Management serves individual and high‑net‑worth clients as well as corporations and other entities, providing discretionary portfolio management, comprehensive financial planning, and access to third‑party sub‑advisers. The firm manages roughly $642 million in client assets and delivers ongoing monitoring and reporting to each client through a team of advisors. The firm’s investment approach centers on diversification and asset allocation using a base risk model that is customized to client objectives, with portfolio rebalancing triggered by predetermined volatility bands. Portfolios lean on mutual funds and ETFs (including factor tilts toward small‑cap and value exposures), model allocation sleeves ranging from conservative to aggressive, and the selective use of sub‑advisers and tactical instruments when appropriate. Several features noted in the brochure are less common among similar team firms: Shakespeare publishes periodicals/newsletters, uses client testimonials in its advertising, and hosts educational seminars and workshops for clients and prospects. The firm also offers clients an online financial planning portal and discloses relationships that can create conflicts of interest (for example, sponsored events and opportunities to participate in private real estate investments), which it addresses in its fiduciary disclosures.

To learn more about the advisors currently working at Shakespeare Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.