Shakespeare Wealth Management has been serving high-net-worth individuals in the Milwaukee area for over a decade. Located in the heart of Pewaukee, WI, we are a small team of advisors that take pride in getting to know you and your family on a personal level. Choosing a local financial advisor allows for a personalized touch and in-person meetings to ensure you understand every stage of the process. Discover why high-net-worth individuals in Waukesha County are choosing Shakespeare Wealth Management.
If you have investable assets of $1 million or more and are looking for a fee-only FIDUCIARY advisor, who provides all-inclusive, ongoing planning, we would love to hear from you.
Complete the form below and one of our financial planners will get in touch with you soon.