Shakespeare Wealth Management, LLC

Planning for Life

262-814-1600
  • Expertise
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  • $100 for 100 Fun Fridays
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  • Playground at Malone Park

Custodian Information

Charles Schwab & Co.

To Call:  1-800-515-2157

Online:  www.SchwabAlliance.com

To Make Deposits:

Include Account # on Your Check and Mail to:

Charles Schwab and Co., Inc.
Attn:  West - Cashiering
PO Box 982603
El Paso, TX  79998-9952

You may also drop your deposit off at a local Schwab office.

Important Updates

Calendar

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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

Regulatory Documents

  • Client Relationship Summary
  • ADV Form
  • Privacy Policy
  • Website Disclosure

Connect With Us

Shakespeare Wealth Management, LLC®

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

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