Shakespeare Wealth Management, Inc.

Specialties

Financial Planning, Investment Management, Retirement, College Funding, Charitable Planning, Estate Planning, Tax Planning, Cash Flow, Inheritance, Fee-​Only Planning.

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.

If you’d like us to start Planning for Your Life, please contact us. We’d love to hear from you.

History

Established in 1999.

We offer fee-​only unbiased financial solutions to successful individuals, businesses and organizations. We’re committed to helping you achieve your goals. We will assist in managing all aspects of your wealth, including: Investments, Financial Planning, Estate Planning, Tax Management, Insurance Planning & Review, Charitable and Succession Planning.

We put YOUR goals & aspirations at the forefront of everything we do.

We recognize the unique needs of each client. Before making recommendations, we take the time to thoroughly understand your long-​term goals and risk tolerance. We listen carefully to your ideas and concerns. We respect the importance of confidentiality, reliability and responsiveness.

THE RESULT is an ongoing relationship with a firm that not only understands your financial objectives, but also how they fit in the context of your familiy, your values and your lifetime goals. You will have a higher leel of confidence and surety in achieving your desired results.

Meet the Business Owner

Kevin R.

Business Owner

Kevin is dedicated to serving the financial needs of High Net-​Worth Individuals and advises on all aspects of wealth management, including: Investment Management, Financial Planning, Estate Planning, Tax Management, Insurance Planning & Review, Charitable Planning, and Succession Planning. A graduate of Marquette University College of Business, he has specialties in Finance & Economics. He established Shakespeare with the objective of providing unbiased advice to clients, without conflicts of interest present with many financial providers.

He’s a member of The National Association of Personal Financial Advisors (NAPFA), an organization of Fee-​Only Financial Professionals. He’s also the President of the Financial Planning Association (FPA), an active member of the Waukesha County Action Network (WCAN), and is active in his church & community.

He is married and has 3 sons. He coaches athletics, enjoys skiing, basketball and taking his dog on long hikes. He’s an avid sportsman.