Shakespeare Wealth Management
Finance · Wisconsin, United States · 1-10 Employees
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Overview
Headquarters
N22W27847 Edgewater Dr Ste 101, Pewaukee...Phone Number
(262) 814-1600Website
www.shakespearewm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Shakespeare Wealth Management
Shakespeare Wealth Management is a fee-only Registered Investment Advisor that specializes in providing comprehensive financial planning services to high-net-worth individuals with investable assets of $1 million or more. Their offerings include retirement planning, tax planning, investment management, and legacy planning, among others. The firm emphasizes a collaborative approach, working closely with clients to address their unique financial needs and goals. With a team of CERTIFIED FINANCIAL PLANNERS, Shakespeare aims to deliver peace of mind and a strong partnership throughout the financial planning journey.Explore more
Shakespeare Wealth Management Org Chart
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Shakespeare Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shakespeare Wealth Management.
Shakespeare Wealth Management financials insights
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2020
Debt
$150K
Shakespeare Wealth Management Tech Stack
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Most Recent Scoops
Promotion
Executive Move
Award
Funding
Shakespeare Wealth Management has received an SBA PPP loan for $150,000-350,000 from Waukesha State Bank, supporting the retention of 9 jobs.
Funding
Shakespeare Wealth Management News & Media
Shakespeare Wealth Management adds new Financial Planner, Nick Ziarek,...
Shakespeare Wealth Management (http://www.shakespeareWM.com), a company celebrating its 20th anniversary, recently announced the addition of... (PRWeb February 22, 2018) Read the full story at http://www.prweb.com/releases/2018/02/prweb15224460.htm
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Frequently Asked Questions Regarding Shakespeare Wealth Management
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Shakespeare Wealth Management is a fee-only Registered Investment Advisor that specializes in providing comprehensive financial planning services to high-net-worth individuals with investable assets of $1 million or more. Their offerings include retirement planning, tax planning, investment management, and legacy planning, among others. The firm em... Read More
