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 10 Average Years of Client
Tenure 32 Number of Client Families Who Have Been with Shakespeare Over 20 Years

VIEW FROM THE LAKE

Our Blog

Tip of the Month | March 2026

By Ryan Rink | March 10, 2026 Read More > about Tip of the Month | March 2026

A Guide for Parents Helping Adult Children Financially

By Kevin Reardon | March 1, 2026 Read More > about A Guide for Parents Helping Adult Children Financially

Preparing Heirs for Inherited Wealth

By Brian Ellenbecker | February 20, 2026 Read More > about Preparing Heirs for Inherited Wealth

Tip of the Month | February 2026

By Nick Ziarek | February 10, 2026 Read More > about Tip of the Month | February 2026 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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