Shakespeare Wealth Management, LLC

  • Banking & Financial Services
N22W27847 Edgewater Dr
Suite 101
Pewaukee, WI 53072
(262) 814-1600
(262) 814-0600 (fax)
Hours:
8am - 5pm

About Us

Your Fiduciary, Fee-Only Financial Advisors in Lake Country.

Our CFP® Advisors are more than your financial planner; we are your partner. Our goal is to form a strong relationship with each of our read more
  • About

    Your Fiduciary, Fee-Only Financial Advisors in Lake Country.

    Our CFP® Advisors are more than your financial planner; we are your partner. Our goal is to form a strong relationship with each of our clients, capitalizing on the talents and knowledge base of our entire team to best serve clients with investable assets of $1 million or more.

    We develop deep, long-lasting relationships with our clients.
    We’re a collaborative team with a high level of expertise for high-net-worth individuals and families.
    We offer big firm technology with small firm, specialized delivery.

    Questions that Shakespeare helps you answer: Am I maximizing available tax strategies to minimize tax liability? Is my retirement plan on track? Are my investment accounts working efficiently? How do I minimize market volatility? Is there a way to protect my families assets from litigation? Is my family protected if I die prematurely? How do I create an income stream from my assets?

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  • Directions

    I-94 to Hwy SS in Pewaukee. Turn North off the Highway. We are 1/2 mile North of the freeway on the corner of Hwy SS and Edgewater Drive in a white building.