Shakespeare Wealth Management

Planning for Life

262-814-1600
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2018 Client Satisfaction Survey

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Favorite FUN Fridays

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  • Christmas Wish List: Water, Animals, Education, Nutrition, HealthChild Fund International 100 Fun Fridays
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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

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  • ADV Form
  • Privacy Policy
  • Website Disclosure

Connect With Us

Shakespeare Wealth Management, Inc.®

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

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