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.