Shakespeare Investment Counsel, located in Brookfield, WI, is a fee-only Registered Investment Advisor specializing in serving high-net-worth individuals with investable assets of $1 million or more. Their team of CERTIFIED FINANCIAL PLANNERS offers expertise in retirement planning, tax planning, investment management, legacy planning, and more.
With a commitment to maintaining the highest level of expertise and working collaboratively in the best interest of their clients, Shakespeare Wealth Management aims to provide peace of mind through comprehensive financial planning tailored to each client's unique needs and goals.
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