In the Community
We Live It!
Every year our team searches for new opportunities to make a difference in Milwaukee and Waukesha County. Over the years we have given back to over 100 unique charities including Habitat for Humanity, the Food Pantry of Waukesha, numerous charity races, and many more! If there is a charity in the Milwaukee area that you’re passionate about, tell us how we can help. Here are just a few that Shakespeare has given back to:
News:
Shakespeare uses the unique expertise of our advisors in our community and contributes to different media platforms, businesses and organizations.
February 1, 2024
January 1, 2024
Andrea Bulen, CFP® named President as Shakespeare Wealth Management Celebrates 25 Years in Business
March 1, 2023
March 28, 2022
Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® featured in TheStreet.Com
March 15, 2022
Brittany Wiedmeyer named an owner of Shakespeare Wealth Management
September 2020
Article Feature: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® in WICPA – The Bottom Line
March 15, 2022
Nick Ziarek, CFP®, CFA named an owner of Shakespeare Wealth Management
January 10, 2022
Nick Ziarek, CFP®, CFA, named President of the Board for FPA Wisconsin:
September 22, 2021
Andrea Bulen, CFP®, named an owner of Shakespeare Wealth Management
June 2020
Article Feature: Kevin Reardon, CFP®, in Milwaukee Business Journal – Wealth Management Corner
VIEW FROM THE LAKE
Our Blog
Tip of the Month | January 2024
By Ryan Rink | January 10, 2024 Read More > about Tip of the Month | January 2024
Financial Planning for Retirement in 2024
By Brian Ellenbecker | January 5, 2024 Read More > about Financial Planning for Retirement in 2024
Celebrating Shakespeare’s 25th Anniversary
By Kevin Reardon | January 2, 2024 Read More > about Celebrating Shakespeare’s 25th Anniversary
A Year in Review: Economic Updates from 2023
By Nick Ziarek | December 29, 2023 Read More > about A Year in Review: Economic Updates from 2023 VIEW ALLWHAT’S ON YOUR MIND
Shakespeare Wealth Management, LLCN22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260
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