Shakespeare Wealth Management

Planning for Life

262-814-1600
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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.

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Your Shakespeare Wealth Management Team

Planning for Life. Providing Peace of Mind.

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

62
Meet Your Team
Habitat Team Photo

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
Ask us a question

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

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Fee-Only 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 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

BLOG Documents To Provide To Your CPA 2.15.18

Documents to Provide to Your CPA

BLOG How Long To Keep Financial Records

How Long to Keep Financial Records

BLOG What Is Your Legacy?

What is Your Legacy?

BLOG IMAGE 2018 Service Awards Winners

Congratulations to our 2018 Service Award Winners!

BLOG Year End Tax Planning Considerations 12.2018

Year-End Tax Planning Considerations

BLOG How To Guide For A Great Thanksgiving

How-To Guide for a Great Thanksgiving

How-To Guide for a Great Thanksgiving

Budgets Gone Bad – How Successful People Get in Financial Hot Water

Shakespeare Blog Ad Template

The 4 Everyday Habits You Need For Successful Financial Planning

Did My Portfolio Beat The S&P 500

Did my portfolio beat the S&P 500?

What Your Grandkids Can Teach You About Financial Planning

What your Grandkids can teach you about Financial Planning

What To Do When You Receive An Inheritance

Your Parents’ Inheritance

Financial Issues For Spouses With Large Age Differential

Case Study: Planning Issues for Spouses with Large Age Differential

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Wealth Management Services

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

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Shakespeare Wealth Management, Inc.®

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

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