Shakespeare Wealth Management, Inc.
Shakespeare Wealth Management, Inc. is a fee-only Registered Investment Advisor (RIA) and fiduciary, specializing in comprehensive financial planning and portfolio management for high-net-worth individuals and institutions. The firm emphasizes a team-based, client-centric approach, addressing complex financial issues such as estate planning, tax strategies, retirement, and business succession. Shakespeare serves clients with investable assets of $1 million or more and offers both discretionary asset management and personalized financial consulting.
Investment Strategy
Discretionary asset management using model portfolios, tailored to individual client objectives, risk tolerance, and liquidity needs. The firm actively monitors and rebalances portfolios within predetermined volatility bands and provides holistic financial planning covering cash flow, net worth, debt, investments, insurance, education, retirement, taxes, estate, business continuity, and special needs.
Top Holdings
Equity Positions (92)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOOV | Vanguard S&P 500 Value | 13.18% | $49.4M | 261,918 | $127.76 | $188.71 | +$3.6M |
V VOOG | Vanguard S&P 500 Growth | 11.28% | $42.3M | 106,652 | $266.91 | $396.54 | +$7.5M |
F FBND | Fidelity Total Bond ETF | 8.25% | $30.9M | 676,490 | $49.35 | $45.75 | +$1.4M |
V VOE | Vanguard Mid Cap Value | 7.48% | $28.1M | 170,565 | $124.93 | $164.46 | +$1.5M |
V VBR | Vanguard Small Cap Value | 5.70% | $21.4M | 109,603 | $149.31 | $195.01 | +$1.8M |