Shakespeare Wealth Management, LLC

Expert Financial Planner and Strategist to High Net Worth Individuals and their Families.

Shakespeare Wealth Management, LLC is a Fee-Only Advisor with over 80 years of experience serving high net worth families in Lake Country, Wisconsin.  Dedicated to the creation, preservation and distribution of our clients’ wealth, we care about their success and well being. Our goal is to form a strong relationship with each of our clients. This relationship is what makes Shakespeare different from other Financial Advisors. We provide fiduciary advice after finding what drives you, what inspires you, and what you feel you deserve in your life.

We use a team approach in everything we do, capitalizing on the talents and knowledge base of our entire team to best serve clients with investable assets of $1 million or more. We walk with our clients into the future, committing to serve them until their life goals are accomplished. Our strong commitment keeps us focused on making the best possible decisions at every juncture. To learn more, visit us at https://www.shakespearewm.com/about-us/