Mark  Ziety

Mark Ziety

| CFP®

Shakespeare Wealth Management Inc.

262-814-1600

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Fee-Only Financial Advisor Serving Milwaukee, WI and the Entire Lake Country Area

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

Our Other NAPFA Members

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N22W27847 EDGEWATER DRIVE
Ste 101
PEWAUKEE, WI 53072


Milwaukee, WI 53202


Waukesha, WI 53186

150 N. Sunnyslope Rd
Suite 320
Brookfield, WI 53045

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Mark Ziety is a Milwaukee, WI Fee-Only Financial Planner located in Pewaukee and serving the entire area. Shakespeare Wealth Management Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Mark Ziety is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Mark Ziety, CFP® has been helping individuals and couples retire, manage investments, minimize taxes, and plan their estates since 2005.   His comments have been featured in The Wall Street Journal, Yahoo! News, U.S. News and World Report, and Research Magazine.

Mark is active in the Financial Planners Association (FPA) and The National Association of Personal Financial Advisors (NAPFA).  He also volunteers his financial expertise to military veterans who have returned from service.
 
Mark and his wife Becca live near Oconomowoc with their daughter Emma and son Carson.  During the winter, they downhill ski and skate on the neighborhood pond.  During the summer, they spend much of their free time on the local lakes water skiing and fishing.

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We are a Fee-Only Registered Investment Advisor. We specialize in working with successful individuals who prefer a personalized approach to their wealth management needs. We take a holistic approach to our client's financial situation, advising them on issues such as: estate planning, investment management, retirement planning, risk management and insurance, charitable giving, and educating younger family members about finances. When accepting a new client, we are taking on the responsibility of guiding you and your family into the future, understanding that our advice will have a lasting impact for generations to come. That responsibility is a badge of honor for Shakespeare, and we are honored by our clients trust and confidence.

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