Shakespeare Wealth Management Inc. / Financial Advisor in Pewaukee, Wisconsin

Andrea Bulen, BS, CFP, MS
Fee-Only financial planners provide objective advice without influence from commissions or referrals.
At Shakespeare Wealth Management, we focus on providing tailored, thoughtful financial advice that lays the foundation for our customers' long-term success.
One of our biggest advantages to our clients is being a fee-only financial advisor. We don't charge commissions on product sales, so we're not burdened with the conflicts of interest that abound in our fee-based counterparts. This means you can expect accurate, comprehensive, loyal, and truly thoughtful financial advice anchored in your best interest-not in ours. As a Registered Financial Advisor, we're legally bound to this higher standard.
That's why we chose the name Shakespeare; we believe the advice we give our customers will withstand the test of time and make a difference for generations to come.
To view our corporate video, visit https://www.shakespearewm.com/about-us/

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