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Shakespeare Wealth Management

With Angi since March 2014


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Planning for Life. That's our tagline and our mission. It's about planning our clients' entire life, and their families' best life, through smart, comprehensive financial advice. We're the financial quarterback for family matters like cash flow, debt management, retirement, paying for college, charitable intentions, taxes, investments, inheritance and more. We handle the details so that our clients can get on living their lives. Since financial advice can be tainted by sales commissions, we operate under a fiduciary and a fee-only model to keep advice pure. Our clients know we keep THEIR best interests first....

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UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at

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Services Offered

We provide sophisticated solutions to high net worth individuals with complex financial situations - including, investment analysis, insurance planning, retirement planning, tax strategies, estate planning, college funding, business continuity and succession planning, special needs planning, charitable gift planning, cash flow analysis, net worth statement and debt management.

Services Not Offered

We are not CPAs. We do not provide tax advice. We are not attorneys. We do not provide legal advice. But we work closely with your professionals in planning your best financial life, on a fee-only basis. We do not earn commission on the purchase or sale of financial products. Ever.

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