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.
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Wealthspire Delafield
(262) 326-6090
709B Milwaukee Street
Delafield, WI 53018
Our Delafield Wealth Management Team
John Dobson
Senior Advisor Associate
John joined the team in 2017 and serves as a...
Joshua Frank
Senior Advisor Associate
Joshua joined the firm in 2018, having previously interned in...
Jay Frank, CFP®, CLU, ChFC®
Senior Vice President
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,...
Emily Perschbacher
Advisor Associate
Emily is an advisor associate in our Delafield, WI office,...
Kelly Ruh
Senior Client Service Associate
As a Senior Client Service Associate, Kelly is the first...
Julie Williams, ADPA®
Senior Vice President
Julie serves as a wealth advisor in our Delafield office....