Who We Serve

High-Net-Worth Individuals and Families

Investable Assets of $1 million or more.
Investable assets include your liquid and near-liquid assets:

Cash, checking and savings accounts
CDs and money market accounts
Stocks, bonds and mutual funds
Retirement accounts and trusts

*Properties and physical assets like your home, vehicles, other real estate investment properties and art, jewelry or collectibles aren’t considered liquid or near-liquid.

In Transition

Preparing for Retirement
Recently Retired
Marriage
Divorced
Death of a Loved One
Sale of a Business
Inheritance
Complex Asset/Investment Situation

Looking for an Ongoing Relationship with a Financial Advisor

Meetings 1-3 times per year.
Advisor availability for questions or concerns.
Monthly newsletters
Blog posts
Webinars
Client events

We are grateful for our Shakespeare clients:

67 Average Number of Clients
Per Advisor 9 Average Years of Client
Tenure 30 Number of Client Families Who Have Been with Shakespeare Over 20 Years

VIEW FROM THE LAKE

Our Blog

What Is Direct Indexing?

By Nick Ziarek | March 20, 2024 Read More > about What Is Direct Indexing?

Video: Timeline of Shakespeare Wealth Management

By Kevin Reardon | March 13, 2024 Read More > about Video: Timeline of Shakespeare Wealth Management

Tip of the Month | March 2024

By Ryan Rink | March 5, 2024 Read More > about Tip of the Month | March 2024

Tax Smart Giving – Donor Advised Funds

By Brian Ellenbecker | March 1, 2024 Read More > about Tax Smart Giving – Donor Advised Funds VIEW ALL

WHAT’S ON YOUR MIND

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

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