Kevin Reardon, CFP® has been helping high net worth clients achieve their financial goals for over 30 years. Developing a one-to-one relationship with clients is Kevin's unique skill and the reason he started Shakespeare Wealth Management. Placing an emphasis on developing close relationships is what allows him and his team to better help clients through key transition points in life, such as retirement, selling a business, losing a loved one, divorce or inheritance. He finds planning for and successfully guiding his clients through these moments rewarding; but finds the most reward in ensuring a client's legacy continues to bear fruit long after they're gone. Kevin graduated from Marquet
Kevin Reardon
Founder & CEO
Shakespeare Wealth Management LLC
United States, Wisconsin, Pewaukee
About Me
Profile Information
Founder & CEO
Shakespeare Wealth Management LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Pewaukee
Wisconsin
United States
Aug 6, 2024
Work Experience
Shakespeare Wealth Management LLC
Founder & CEO Jan 1999 - Present
Email: kevin@shakespearewm.com
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation