Angie's List is now Angi. Learn more

Shakespeare Wealth Management

With Angi since March 2014

N/A

Business Details

Phone Number

Address

N22W27847 Edgewater Dr

Pewaukee, WI 53072

Description

Planning for Life. That's our tagline and our mission. It's about planning our clients' entire life, and their families' best life, through smart, comprehensive financial advice. We're the financial quarterback for family matters like cash flow, debt management, retirement, paying for college, charitable intentions, taxes, investments, inheritance and more. We handle the details so that our clients can get on living their lives. Since financial advice can be tainted by sales commissions, we operate under a fiduciary and a fee-only model to keep advice pure. Our clients know we keep THEIR best interests first....

Verified Reviews

This pro does not have any ratings or reviews.

Have you hired Shakespeare Wealth Management? Be the first to share your experience and help other people looking to hire this Pro.

Write a review

Other local Pros in your area

SOVEREIGN WEALTH MANAGEMENT

We 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.  

Offers by SOVEREIGN WEALTH MANAGEMENT on Angi
Upper Left Wealth Management

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.  

Financial Planning
Insured
All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves.To find more licensing information for your state, visit our Find Licensing Requirements page.
General Information
Free Estimates
Yes
Eco-Friendly Accreditations
Yes
Payment Options
Check
Warranties
No

Services Offered

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.

Services Not Offered

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.

Frequently Asked Questions & Answers about Shakespeare Wealth Management

How is Shakespeare Wealth Management overall rated?

Shakespeare Wealth Management is currently rated 0 overall out of 5.

What days are Shakespeare Wealth Management open?

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

What payment options does Shakespeare Wealth Management provide

Shakespeare Wealth Management accepts the following forms of payment: Check

Does Shakespeare Wealth Management offer free estimates?

Yes, Shakespeare Wealth Management offers free project estimates.

Does Shakespeare Wealth Management offer eco-friendly accreditations?

Yes, Shakespeare Wealth Management offers eco-friendly accreditations.

Are warranties offered by Shakespeare Wealth Management?

No, Shakespeare Wealth Management does not offer warranties.

What services does Shakespeare Wealth Management offer?

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.

Are there any services Shakespeare Wealth Management does not offer?

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.