Andrew Shakespeare

Background

About Andrew Shakespeare

WHAT I DO… I focus on providing wealth management solutions to families, professional executives and business owners. Together with my team, I help affluent clients address their biggest concerns like: preserving their wealth risk management mitigating taxes taking care of their heirs wealth transfer charitable giving employee benefits and retention services retirement planning strategies estate strategies business continuation strategiesHOW I DO IT… I understand my clients are in different stages of life: they might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial security blueprint must reflect the client’s personal or business situation, and so will work to highlight the financial security strategies that best fit their goals. WHY CHOOSE MY SERVICE… Life can be tricky; however, it is possible with the proper care to shore up the resources needed in order to thrive. To start contact me today at 212 408 or andrew.shakespeare@equitable.comI am licensed to sell insurance in NY, VA and securities in NY, NJ and CT.