Founded in 2004, Shakespeare Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) firm based in Wisconsin. The company operates as a fiduciary, committed to providing objective financial planning and investment management for individuals, families, and business owners. Their mission is to help clients achieve their financial goals through a disciplined, evidence-based investment philosophy and a comprehensive approach to wealth management that integrates all aspects of a client's financial life, including retirement planning, estate planning, and tax strategies.

Founded in

United States