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Shakespeare Wealth Management, Inc.
Specific Business – IND - Financial Services
We are a Fee-Only Wealth Management Firm serving high net-worth individuals. We serve as a Fiduciary to all of our clients. We assist clients with holistic financial planning, retirement planning, income planning in retirement, professional investment management, estate planning, charitable planning, and tax planning. We collaborate with CPAs, who provide tax returns and additional tax planning advice.
Shakespeare serves as your 'Financial Quarterback' overseeing all aspects of your finances to ensure all components of your financial plan are working efficiently together. To begin a discussion, give us a call.
Shakespeare Wealth Management, Inc.
N22W27847 Edgewater Dr Ste 101Pewaukee, WI 53072-5260
- Phone
- 262-814-1600
- Fax
- 262-814-0600
- Website
- Visit website