Expert Financial Planner and Strategist to High Net Worth Individuals and their Families. Shakespeare Wealth Management, LLC is a Fee-Only Advisor with over 80 years of experience serving high net worth families in Lake Country, Wisconsin. Dedicated to the creation, preservation and distribution of our clients’ wealth, we care about their success and well being. Our goal is to form a strong relationship with each of our clients. This relationship is what makes Shakespeare different from other Financial Advisors. We provide fiduciary advice after finding what drives you, what inspires you, and what you feel you deserve in your life. We use a team approach in everything we do, capitalizing on the talents and knowledge base of our entire team of experts to best serve clients with investable assets of $1 million or more. We walk with our clients into the future, committing to serve them until their life goals are accomplished. Our strong commitment keeps us focused on making the best possible decisions at every juncture. To learn more, visit us at https://www.shakespearewm.com/about-us/
View Top Employees from Shakespeare Wealth Management, LLCWebsite | https://www.shakespearewm.com |
Revenue | $9 million |
Funding | $150000 |
Employees | 9 (9 on RocketReach) |
Founded | 1999 |
Address | N22 W27847 Edgewater Drive Suite 101, Pewaukee, Wisconsin 53072-5260, US |
Phone | (262) 814-1600 |
Fax | (262) 814-0600 |
Technologies |
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Industry | Financial Services, Finance General, Retirement, Finance, Asset Management, Financial Planning, Wealth Management, Investment Analysis, Insurance Planning, Cash Flow Analysis, Tax Strategies, College Funding, Business Continuity & Succession Planning, Special Needs Planning, Charitable Gift Planning |
Web Rank | 24 Million |
Keywords | Investment Advisors Milwaukee |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 56111 Companies, NAICS Code 5611 Companies, NAICS Code 56 Companies, NAICS Code 561 Companies, NAICS Code 561110 Companies |
Looking for a particular Shakespeare Wealth Management, LLC employee's phone or email?
The Shakespeare Wealth Management, LLC annual revenue was $9 million in 2024.
9 people are employed at Shakespeare Wealth Management, LLC.
Shakespeare Wealth Management, LLC is based in Pewaukee, Wisconsin.
The NAICS codes for Shakespeare Wealth Management, LLC are [56111, 5611, 56, 561, 561110].
The SIC codes for Shakespeare Wealth Management, LLC are [87, 874].