Shakespeare Wealth Management

Planning for Life

262-814-1600
  • Full Service Planning
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Team Street Shot Edit 5.18.2020

Lifelong Relationships

Planning for Life. Providing Peace of Mind.

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.

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Meet Your Team
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Fee-Only Wealth Management

Planning for Life. Providing Peace of Mind.

Serving high net worth individuals with investable assets of $1,000,000 or more, while we continue to make a difference in our community (and invite you to join us).

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Our CFP® Advisors

Planning for Life. Providing Peace of Mind.

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.

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Meet Your Team

Fee-Only Wealth Management

Planning for Life. Providing Peace of Mind.

Serving high net worth individuals with investable assets of $1,000,000 or more.

62
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We're a registered member of the Fee-Only Financial Planner Network.

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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.

One of the biggest advantages we provide our clients is being a fee-only FIDUCIARY financial advisor. We don’t charge commissions on product sales, so we’re not burdened with the conflicts of interest that abound in our fee-based counterparts. This means you can expect accurate, comprehensive, loyal, and truly thoughtful financial advice anchored in your best interest—not in ours. As a Registered Financial Advisor, we’re legally bound to this higher, fiduciary standard.

That’s why we chose the name Shakespeare; we believe the advice we give will withstand the test of time and make a difference for generations to come.

Community Involvement

$100 for 100 Fun Fridays

Salvation Army Fun Friday

That’s a Wrap!

By Shakespeare | February 2, 2018
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WAAGR Fun Friday

BABY, IT’S COLD OUTSIDE

By Shakespeare | January 12, 2018
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Fun Friday

Shakespeare & American Lung Association’s Fight for Air Climb Challenge

By Shakespeare | January 5, 2018
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Kids Need More

KiDS NEED MoRE

By TopFloorAdmin | December 28, 2017
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Food Pantry Fun Friday

END HUNGER. Start Here.

By Shakespeare | December 22, 2017
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Operation Christmas Child

Operation Christmas Child

By Shakespeare | December 15, 2017
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Canticle Fun Friday

Canticle & Juniper Courts

By Shakespeare | December 8, 2017
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Beards For Bucks

Beards for Bucks

By Shakespeare | December 1, 2017
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Child Fund International 100 Fun Fridays

Christmas Wish List: Water, Animals, Education, Nutrition, Health

By Shakespeare | November 21, 2017
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Independence First Fun Friday

Wheels for Independence

By Shakespeare | November 17, 2017
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View from the Lake

Shakespeare's Blog

Can the Party for Growth Stocks Continue?

Which State Gets My Tax Money

Which state do I pay tax to if I’m spending time in more than one state?

Christmas Party Canceled Blog

Covid canceled our Christmas Party!

COVID-19 Relief Bill

COVID-19 Relief Bill to Provide $900 Billion in Relief

Milwaukee Business Journal Wealth Mgt Corner Grandma's New Year's Resolution

Grandma’s New Year’s Resolution

Blog Establishing Residency For State Tax Purposes

Establishing Residency for State Tax Purposes

Guest Blog Home Care Assistance V. Assisted Living

Guest Blog – Home Care Assistance v. Assisted Living: Which is Better?

Year End Charitable Giving

Year-End Charitable Giving Reminders

We're All In Initiative Phase 2

Wisconsin Announces Phase 2 of the “We’re All In” Initiative to Help Small Businesses

FAFSA for 2021-2022

FAFSA for 2021-2022 Academic Year opened 10/01/2020

Stock Market Performance and Elections

BE's WICPA Article September 2020 Page 1

Managing financial risk in your personal life

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Wealth Management Services

if you have investable assets of $1 million+, here's what we can do for you

 

Tax Planning Services

Tax Planning

Retirement Planning Waukesha

Retirement Planning

Investment Management Waukesha

Investment Management

women and wealth

Financial Planning for Women

Business Planning

Business Succession Planning

Widowed Finances

End of Life Planning

Estate Planning

Legacy Planning

Career Change

Career Counseling

College Planning

College Savings Plans

Life Insurance

Life & Disability
Insurance Plans

What's on your mind?

Email or call us today 262-814-1600

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All-Inclusive Services

  • Retirement Planning
  • Tax Planning
  • Investment Management
  • Women and Wealth
  • Selling a Business
  • Death Of A Loved One
  • Legacy Planning
  • Career Change
  • College Planning
  • Insurance Preserve & Protect

Fee Only – Fiduciary

Regulatory Documents

  • Client Relationship Summary
  • ADV Form
  • Privacy Policy
  • Website Disclosure

Connect With Us

Shakespeare Wealth Management, LLC®

N22 W27847 Edgewater Dr.
Pewaukee, WI 53072
262-814-1600

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