Investment Management Services locations near Pewaukee, WI

Shakespeare Wealth Management, Inc.

📍 N22 W27847 Edgewater Dr Ste 101, Pewaukee, WI, 53072

📞 262-814-1600

🌐 www.shakespearewm.com

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 that we keep their best interests first.