Shakespeare Wealth Management

Planning for Life

262-814-1600
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Contact Us

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.

Shakespeare Wealth Management, Inc.

N22 W27847 Edgewater Dr.
Pewaukee, WI 53072
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

Fee Only – Fiduciary

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  • Client Relationship Summary
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  • Website Disclosure

Connect With Us

Shakespeare Wealth Management, Inc.®

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

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