Shakespeare Wealth Management, LLC

Services Offered

• financial planning
• tax planning
• generational wealth planning
• charitable planning

About

Shakespeare Wealth Management, LLC is a financial planning firm located in Pewaukee, Wisconsin, specializing in comprehensive financial advice for high net-worth individuals. They provide a range of services including financial planning, tax planning, generational wealth planning, and charitable planning. As fee-only financial advisers, they prioritize unbiased advice by eliminating conflicts of interest associated with commission-based models. Their focus is on clients with portfolio assets of $1,000,000 or more, ensuring a tailored financial planning experience for those with complex needs.

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