Shakespeare Wealth Management

With Angi since March 2014

N/A

Service Categories

Financial Planning

Insured

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Business Details

Phone Number

Address
N22W27847 Edgewater Dr
Pewaukee, WI 53072

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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....

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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.

General Information

Free Estimates

Yes

Payment Options

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Emergency Service

Warranties