Mark Ziety

CFP®

Shakespeare Wealth Management Inc.

Financial Advisor

Mark Ziety

CFP®

Shakespeare Wealth Management Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mark Ziety, CFP®

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

Mark Ziety is a PEWAUKEE, WI fee-only financial planner. Shakespeare Wealth Management Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mark Ziety is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Mark Ziety is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Mark Ziety is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Mark Ziety is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Mark Ziety is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Independent Registered Investment Advisor (RIA)
    Shakespeare Wealth Management Inc. is an Independent Registered Investment Advisor (RIA)

    Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. RIA is not a designation, credential, endorsement, membership organization, or award. A RIA is a professional advisory firm registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators.

Contact Mark Ziety

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Office Locations:

  • N22W27847 EDGEWATER DRIVE
    Ste 101
    PEWAUKEE, WI 53072
  • Milwaukee, WI 53202
  • Waukesha, WI 53186
  • 150 N. Sunnyslope Rd
    Suite 320
    Brookfield, WI 53045

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