With Angi since March 2014
N22W27847 Edgewater Dr
Pewaukee, WI 53072
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Write a reviewWe offer our services NATIONWIDE. Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals. Sovereign is affiliated with Spire Investment Partners. Spire Investment Partners is the Parent Company of Spire Wealth Management, LLC an SEC RIA, and Spire Securities LLC, a registered Broker/Dealer and Member of FINRA / SIPC.
I focus on people in or near retirement, who want to reduce risk and taxes. UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.
We provide sophisticated solutions to high net worth individuals with complex financial situations - including, investment analysis, insurance planning, retirement planning, tax strategies, estate planning, college funding, business continuity and succession planning, special needs planning, charitable gift planning, cash flow analysis, net worth statement and debt management.
We are not CPAs. We do not provide tax advice. We are not attorneys. We do not provide legal advice. But we work closely with your professionals in planning your best financial life, on a fee-only basis. We do not earn commission on the purchase or sale of financial products. Ever.
Shakespeare Wealth Management is currently rated 0 overall out of 5.
Shakespeare Wealth Management is open:
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Shakespeare Wealth Management accepts the following forms of payment: Check
Yes, Shakespeare Wealth Management offers free project estimates.
Yes, Shakespeare Wealth Management offers eco-friendly accreditations.
No, Shakespeare Wealth Management does not offer warranties.
Shakespeare Wealth Management offers the following services: We provide sophisticated solutions to high net worth individuals with complex financial situations - including, investment analysis, insurance planning, retirement planning, tax strategies, estate planning, college funding, business continuity and succession planning, special needs planning, charitable gift planning, cash flow analysis, net worth statement and debt management.
We are not CPAs. We do not provide tax advice. We are not attorneys. We do not provide legal advice. But we work closely with your professionals in planning your best financial life, on a fee-only basis. We do not earn commission on the purchase or sale of financial products. Ever.