What We Do

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 youyour family and your goals.

From retirement planning services to estate and legacy planningcollege 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.


Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260