Serving high net worth individuals with investable assets of $1,000,000 or more, who are looking for a strong, lasting relationship with their advisor. More than your financial planner; we are your partner. Our goal is to form a strong relationship with each of our clients, capitalizing on the talents and knowledge base of our entire team to best serve clients with investable assets of $1 million or more.
Fee-Only FIDUCIARY financial planners provide objective advice without influence from commissions or referrals. We're settled in the heart of Lake Country across from Pewaukee Lake. At Shakespeare Wealth Management, our central focus is you. We provide tailored, thoughtful financial advice that lays the foundation for our clients' long-term success.
Fee-Only FIDUCIARY financial planners provide objective advice without influence from commissions or referrals. We're settled in the heart of Lake Country across from Pewaukee Lake. At Shakespeare Wealth Management, our central focus is you. We provide tailored, thoughtful financial advice that lays the foundation for our clients' long-term success.
Services
Planning for life involves a deep understanding of you and your family's values, dreams, plans and fears. Based on that, we will work closely with you to develop a comprehensive financial plan that will provide you with financial security and peace of mind.
We'll help you navigate through difficult financial markets, changes in tax laws, changes in your health, the ups and downs of your career and more, making sure your financial plan stays on track at every turn.As a local financial planner, we are able to grow to the next level of advice by taking all the time we need to get to know your financial goals and aspirations.
We'll help you navigate through difficult financial markets, changes in tax laws, changes in your health, the ups and downs of your career and more, making sure your financial plan stays on track at every turn.As a local financial planner, we are able to grow to the next level of advice by taking all the time we need to get to know your financial goals and aspirations.
Our goal is to form a strong relationship with each of our clients. This relationship is what makes Shakespeare different from other Milwaukee Financial Advisors. We provide you with fiduciary advice after finding what drives you, what inspires you, and what you feel you deserve in your life. We hope this relationship is equally important to you.
In your first meeting with Shakespeare, you'll see what makes us different than other advisors you've met with. Don't be alarmed when we ask to get to know you before asking about your financial goals. Building a relationship with each family allows us to gain insight that will guide us in your financial planning strategy.
Our all-inclusive approach to wealth management begins by developing a deep understanding of your life. Whether you enjoy fishing on Okauchee Lake, golfing on the Wisconsin Summer weekends, or if you're a snowbird; we want to learn about you, your family, and your goals.
From retirement planning services to estate and legacy planning, college savings plans and more, our fee-only comprehensive wealth and asset management services aren't influenced by commissions or referrals, just expertise.Is your tax liability as low as possible? For some, taxes are the single largest recurring expense incurred over their lifetime.
From retirement planning services to estate and legacy planning, college savings plans and more, our fee-only comprehensive wealth and asset management services aren't influenced by commissions or referrals, just expertise.Is your tax liability as low as possible? For some, taxes are the single largest recurring expense incurred over their lifetime.
Shakespeare Wealth Management has been serving high-net-worth individuals in the Milwaukee area for over a decade. Located in the heart of Pewaukee, WI, we are a small team of advisors that take pride in getting to know you and your family on a personal level. Choosing a local financial advisor allows for a personalized touch and in-person meetings to ensure you understand every stage of the process.
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