We're a registered member of the Fee-Only Financial Planner Network.
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.
Community Involvement
$100 for 100 Fun Fridays
if you have investable assets of $1 million+, here's what we can do for you
