Our all-inclusive approach to wealth management begins by developing a deep understanding of your life. Whether you enjoy fishing on Okauchee Lake, golfing on the Wisconsin summer weekends, or if you're a snowbird; we want to learn about you, your family and your goals.
From retirement planning services to estate and legacy planning, college savings plans and more, our fee-only comprehensive wealth and asset management services aren't influenced by commissions or referrals, just expertise.
Shakespeare serves a niche market, catering to high-net-worth individuals with a minimum of $1 million to invest. Our expertise lies in areas relating to the complex financial issues and concerns of our affluent clients.