Shakespeare Wealth Management, LLC

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Financial Advisor Milwaukee | Financial Planner Pewaukee | Lake Country Skip to content N22 W27847 EDGEWATER DRIVE, SUITE 101, PEWAUKEE, WI 53072-5260 | 262-814-1600 | EMAIL US Search Search Close CLIENT PORTAL Planning for Life. Providing Peace of Mind. Our CFP® Advisors are 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. Shakespeare Wealth Management is a fee-only Registered Investment Advisor (RIA). As a fiduciary, our obligation is to work in the best interest of our clients. GET IN TOUCH WITH US 25 YEARS IN BUSINESS OUR COMMITMENT TO YOU Maintain the highest level of expertise Understand ongoing developments in our industry and in your life Work collaboratively in your best interest Proactively offer advice to implement your plan KNOW MORE ABOUT US EXPERTISE What We Do Shakespeare serves a niche market, catering to high-net-worth individuals with a minimum of $1 million to invest. Our expertise lies in areas relating to the complex financial issues and concerns of our affluent clients. Retirement Planning Retirement planning isn’t a one-time event; it’s a journey we take with you to ensure that you will be financially secure when you retire. Selling A Business With many years of experience in counseling business owners, and as business owners ourselves, we can help

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