Shakespeare Wealth Management Inc.

Fee-Only financial planners provide objective advice without influence from commissions or other conflicts of interest.

At Shakespeare Wealth Management, we focus on providing tailored, thoughtful financial advice that lays the foundation for our high net worth clients' long-term success. We work with clients that have over $1,000,000 of investable assets.

One of our biggest advantages to our clients is being a fee-only financial advisor. We don’t charge commissions on product sales, so we’re not burdened with the conflicts of interest that abound with our fee-based counterparts. This means you can expect accurate, comprehensive, loyal, and truly thoughtful financial advice anchored in your best interest—not in ours. As a Registered Investment Advisor, we’re legally bound to this higher standard.

We chose the name Shakespeare; because the advice we give our clients withstands the test of time and makes a difference for generations to come.

To learn more about us, visit https://www.shakespearewm.com/about-us/.

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This Office

150 N Sunny Slope Rd Ste 320 Brookfield, WI 53005-4806 Phone: (262) 814-1600 Fax: 262-814-0600

Primary Office

N22W27847 Edgewater Dr Pewaukee, WI 53072-5260 Phone: (262) 814-1600 Fax: (262) 814-0600

Other Offices

150 N Sunny Slope Rd Ste 320 Brookfield, WI 53005-4806 Phone: (262) 814-1600 Fax: 262-814-0600