Wealth Management in Delafield, Wisconsin

Located midway between Milwaukee and Madison, our office is situated in the heart of Delafield, WI. Originally founded as Lake Country Wealth Management, our Delafield team includes four wealth advisors and three support staff, all working together to serve as a trusted partner in helping each client achieve their unique financial goals. As a team, we pride ourselves on our ability to provide creative, holistic, and fully integrated financial planning. Our advisors offer different backgrounds and areas of expertise, and work together with our thoughtful, detail-oriented support staff to simplify the complex financial lives of those they serve while delivering the highest level of service possible.

GET IN TOUCH TODAY

Wealthspire Delafield

(262) 326-6090
709B Milwaukee Street
Delafield, WI 53018

Our Delafield Team

Brion Collins, CFP®, CLU, ChFC®

Managing Director

Brion has a passion for changing lives that he brings...

Jay Frank, CFP®, CLU, ChFC®

Senior Vice President

Jay has been helping individuals and businesses with their planning...

Razi Hecht, CFP®

Vice President

Razi joined the firm in 2015 through the acquisition of...

Julie Williams

Vice President

Julie serves as a wealth advisor for the firm, having...

Adam Qualler

Advisor Associate

Adam serves as an Advisor Associate in our Delafield, WI...

John Dobson

Advisor Associate

John Dobson joined the firm as an Advisor Associate on...

Joshua Frank

Advisor Associate

Joshua joined the firm in 2018, having previously interned in...

Lynn Greenway

Client Service Associate

Serving as the first point of contact for clients, managing...