Shakespeare Wealth Management, LLC

Name: Shakespeare Wealth Management, LLC
Address: Edgewater Drive, Pewaukee, WI, 53072, US
Telephone: (262) 814-1600
Price range: $$$
Rating: 5

Shakespeare Wealth Management, LLC: Fiduciary planning that coordinates your finances with care.

5(4 reviews)

$$$

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About

Shakespeare Wealth Management, LLC in Edgewater Dr Suite 101, Pewaukee, WI 53072 offers fiduciary financial planning with complete coordination of investing, tax considerations, medical and insurance needs. Known for tech-savvy tools, clear communication, and a caring, family-like approach, the team helps clients make informed decisions without pressure and keeps plans well coordinated.

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Location

Edgewater Dr Suite 101, Pewaukee, WI 53072, USA

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Information

Edgewater Drive

Pewaukee, WI, 53072

(262) 814-1600 www.shakespearewm.com/

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Services

Comprehensive Financial Planning

Holistic planning covering investments, taxes, insurance, and healthcare to align with your financial goals.

Fiduciary Investment Management

Personalized investment strategies with a fiduciary commitment to act in your best interests, free from sales pressure.

Tax Strategy and Coordination

Expert tax planning and optimization to minimize liabilities and enhance your financial efficiency.

Insurance and Risk Management

Tailored insurance solutions to protect your assets and provide security for you and your family.

Retirement and Estate Planning

Guidance on retirement savings, estate planning, and legacy strategies to ensure long-term financial stability.

5.00 · 4 reviews

Overall rating

madisontadpole Wis

via Google

· 1 year ago

This team is Amazing. They offer a complete planning from investing, Tax considerations, Medical, insurance, all of it...As a fiduciary, they are not trying to sell you anything, just help make good decisions and keep it all coordinated. On top of that, the team is tech savvy but most importantly they know you personally and care for you like family.

T J

via Google

· 2 years ago

Wonderful people with great communication skills!

Tonia Rice

via Google

· 4 years ago

Sasha Aranow

via Google

· 6 years ago

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