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.

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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

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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 you formulate a practical succession plan.

Tax Planning

An effective tax planning strategy harnesses a proactive approach to reduce, postpone, and even avoid taxes, making it a critical part of the overall financial planning process.

Death Of A Loved One

Much like your retirement plan, inheritance planning isn’t a one-time event, but rather a journey we take alongside you.

Investment Management

Because your investment plan is derived from your financial plan, both components must be designed to work together for effective wealth management.

Legacy Planning

Your most significant assets are not financial. Shakespeare will help you plan for a comfortable retirement, while caring for family and passing down your values.

Women and Wealth

Whether you’re married, divorced, widowed, or happily single, our Shakespeare team can help you feel financially secure now and throughout your life.

Career Change

We will help you understand the issues that go with a life transition, ensuring you’re fully prepared.

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VIEW FROM THE LAKE

Our Blog

Frequently Used Terms

By Ryan Rink , November 15, 2024

Tip of the Month | November 2024

By Andrea Bulen , November 10, 2024

Identity Theft and Credit Monitoring

By Nick Ziarek , November 5, 2024

Post-Election Tax Planning

By Brian Ellenbecker , November 1, 2024

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HEAR IT FROM OUR CLIENTS

Testimonials

Tom & Cam: Choosing a Fee-Only Advisor

Tom & Pat: Retirement Planning for Business Owners

Peggy: Comprehensive Financial Planning

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Testimonials are based on unique experiences from current clients (or private fund investor) and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results

Additional information about Shakespeare Wealth Management, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 801-92171.

MEET OUR ADVISORS

Our Team

All Shakespeare advisors are CERTIFIED FINANCIAL PLANNERS™ and many also specialize in other areas of financial planning. We use a team approach in everything we do, capitalizing on the talents and knowledge base of our entire team to best serve clients with investable assets of $1 million or more.

Kevin Reardon, CFP®

Founder & CEO

Andrea Bulen, CFP®

President & Financial Advisor

Nick Ziarek, CFP® , CFA

Partner & Financial Advisor

Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®

Partner & Financial Advisor

Ryan Rink, CFP®, ChFC®, CLTC®

Partner & Financial Advisor

WHAT'S ON YOUR MIND

Call Us: 262-814-1600

Email Us or Call Us On
262-814-1600

Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260

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