What We Do

Home > What We Do

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 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.

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.

Retirement Planning

Retirement planning isn’t a one-time event; it’s a journey we take with you to ensure that you will be financially secure when you retire.

Selling A Business

With many years of experience in counseling business owners, and as business owners ourselves, we can help you formulate a practical succession plan.

Tax Planning

An effective tax planning strategy harnesses a proactive approach to reduce, postpone, and even avoid taxes, making it a critical part of the overall financial planning process.

Death Of A Loved One

Much like your retirement plan, inheritance planning isn’t a one-time event, but rather a journey we take alongside you.

Investment Management

Because your investment plan is derived from your financial plan, both components must be designed to work together for effective wealth management.

Legacy Planning

Your most significant assets are not financial. Shakespeare will help you plan for a comfortable retirement, while caring for family and passing down your values.