Shakespeare Wealth Management

Planning for Life

262-814-1600
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Fee Only Black & White Image
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We are Fee-Only Financial Advisors

As Fee-Only Financial Advisors, we do not earn sales commissions or have any other conflicts of interest present. Fee-only financial planners provide objective advice without influence from commissions or referrals.  We are your financial quarterback, working collaboratively with your accountant and any and all other of your advisors.

Read more about the Fee-Only Network.

Shakespeare is a proud member of the National Association of Financial Advisors (NAPFA). NAPFA is the premier professional association catering to Fee-Only financial advisors. NAPFA Advisors must be a Certified Financial Planner (CFP) in good standing and demonstrate technical competence in the key areas of financial planning. To maintain our NAPFA membership we complete 60 hours of Continuing Education every two years and take a fiduciary oath. This is just one of the many ways we show that our clients always come first! Shakespeare Financial Advisors, Kevin, Andrea, and Mark are all proud members of NAPFA.

Ask Us A Question

Check out our Frequently asked questions, or ask us a question.

FAQs

Wealth Management Services

if you have investable assets of $1 million+, here's what we can do for you

 

Tax Planning Services

Tax Planning

Retirement Planning Waukesha

Retirement Planning

Investment Management Waukesha

Investment Management

women and wealth

Financial Planning for Women

Business Planning

Business Succession Planning

Widowed Finances

End of Life Planning

Estate Planning

Legacy Planning

Career Change

Career Counseling

College Planning

College Savings Plans

Life Insurance

Life & Disability
Insurance Plans

What's on your mind?

Email or call us today 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

Regulatory Documents

  • Client Relationship Summary
  • 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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