Delafield Wealth Management

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.


Wealthspire Delafield

709B Milwaukee Street
Delafield, WI 53018

(262) 326-6090

Our Delafield Team

John Dobson, CFP®

Assistant Vice President

John joined the team in 2017 and serves as an...

Joshua Frank

Senior Advisor Associate

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

Jay Frank, CFP®, CLU, ChFC®

Managing Director

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

Razi Hecht, CFP®

Senior Vice President

Razi is a financial advisor and the office lead in...

Matthew Kleiman, J.D.

Advisor Associate

Matt is an advisor associate in our Delafield, WI office,...

Karen Miller

Client Service Associate

Karen serves as a Client Service Associate in the firm’s...

Emily Perschbacher

Advisor Associate

Emily is an advisor associate in our Delafield, WI office,...

Kelly Ruh

Marketing & Growth Manager – Midwest

Kelly serves as a marketing and growth manager for the...

Julie Williams, ADPA®, ChFC®, CFP®

Senior Vice President

Julie serves as a wealth advisor in our Delafield office....