Nick Ziarek

CFP® CFA®

Partner and Financial Advisor

Shakespeare Wealth Management, LLC


Pewaukee, WI
Anywhere / Virtual Meetings
Nick Ziarek
  • https://www.facebook.com/ShakespeareWM/
  • https://www.linkedin.com/in/nziarek/
  • https://twitter.com/ShakespeareWM
  • https://www.youtube.com/channel/UCBT8Sqjesggu5x0lgzJAbnA
  • https://www.shakespearewm.com/blog/author/nziarek/

Fee-Only Financial Advisor Serving those in Milwaukee, WI and Lake Country Area with Investable Assets of $1 Million or More

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

Things to Know

  • Shakespeare Wealth Management provides comprehensive retirement planning, investment management, and tax planning to help business owners, retirees, and other high net worth individuals organize, grow and protect their assets through life’s transitions.

  • Shakespeare financial advisors are never paid a commission of any kind and have a legal obligation to provide unbiased and trustworthy financial advice.

  • We form strong relationships with each of our clients and use a team approach in everything we do, capitalizing on the talents and knowledge base of our entire team to best serve clients with investable assets of $1 million or more. 

Get to Know Nick Ziarek

As a CERTIFIED FINANCIAL PLANNER™ and a financial advisor who has gained clients' trust for over 15 years, Nick is dedicated to achieving financial independence with every client. To Nick, financial planning is about working toward retirement and financial goals, while continuing to keep in mind a client’s ‘why’ and purpose in life. Financial success is when you are able to enjoy what is meaningful and chase your life’s mission.

Since the beginning of his career, Nick has understood that the only way to reach a client’s goals is to first get to know their story and what will make a difference in their life and in their family’s lives.  This way, when faced with a unique challenge, he already knows the next steps to take with each individual’s situation and stay true to the legacy they are working to build.

Nick has a bachelor's degree from UW-Lacrosse. He has gained experience over the years working with a variety of high asset clients, as well as from his membership in the Fee Only Network, and serving as President of the board for the Financial Planning Association of Wisconsin (FPA).

When not in the office, Nick spends time with his wife and two children and volunteers as coach for his son’s soccer team. In the short summers you’ll find him on the golf course; and in the long winters you can find him at the local bowling alley.

Financial Specialties

  • Retirement Income
  • Investment Analysis
  • Tax Planning

Financial Certifications

  • CFP®
  • CFA Charterholder
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I Can Help You With:

  • Retirement Income Planning
  • Investment Analysis & Management
  • Tax Planning

Ideal Clients:

  • High-Net-Worth Individuals and Families
  • At Least $1 Million in Investable Assets
  • Preparing for Retirement or Recently Retired
  • Recently Married or Divorced
  • Death of a Loved One
  • Selling a Business
  • In Need of Inheritance Planning
  • Complex Asset/Investment Situation

Nick Ziarek's Designations and Affiliations

Office Locations

  • N22 W27847 Edgewater Dr., Suite 101 - Pewaukee, WI 53072

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.

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