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 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....