Shakespeare Wealth Management Email Formats

Financial Services • Pewaukee, Wisconsin, United States • 1-10 Employees

Key Contact at Shakespeare Wealth Management

Lauren Loke

Marketing Director

Company overview

Headquarters	N22 W27847 Edgewater Drive, Suite 101, Pewaukee, Wisconsin 53072-5260, US
Phone number	+1530725260
Website	shakespearewm.com
NAICS	52
SIC	874
Keywords	Wealth Management, Asset Management, Special Needs Planning, Investment Analysis, Financial Planning, Retirement, Cash Flow Analysis, College Funding, Tax Strategies, Charitable Gift Planning, s, Business Continuity & Succession Planning
Founded	1999
Employees	1-10
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About Shakespeare Wealth Management

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/

Employees by Management Level

Total employees: 1-10

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Manager

Partner

Employees by Department

Shakespeare Wealth Management has 7 employees across 2 departments.

Departments

Number of employees

Funding Data

Shakespeare Wealth Management has never raised funding before.

Shakespeare Wealth Management Tech Stack

Discover the technologies and tools that power Shakespeare Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

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Vimeo

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Google Maps

Maps

Animate.css

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Beaver Builder

WordPress plugins

Microsoft 365

jQuery Migrate

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jQuery

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PHP

Programming languages

Calendly

Appointment scheduling

WordPress

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The Events Calendar

WordPress plugins

Frequently asked questions

Shakespeare Wealth Management is located in Pewaukee, Wisconsin, US.

You can reach Shakespeare Wealth Management at +1530725260.

Shakespeare Wealth Management was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

Shakespeare Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Shakespeare Wealth Management

Lauren Loke

Marketing Director

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