Wealthspire Advisors
709B Milwaukee St., Delafield
Neighborhood: Downtown Delafield
Founded: 1995
Employees: 9
Service: Wealth management
What do you like about your office location?
Brion Collins, managing director: “Delafield is a beautiful community. … There are cute restaurants that we enjoy and our customers enjoy. For those who are into arts and crafts and antiques, we have plenty of knickknack shops. There’s a coffee shop and bakery down the street. It’s a nice little place.”
Who are your customers?
“We provide fully integrated wealth management services and that is primarily for people who have done fairly well. A lot of our customers run businesses, are executives or retirees who are looking for financial planning and investment management for their investment portfolio.”
How has business changed with COVID-19?
“Because we’re in a personal business, most of our interactions are face-to-face. We like to think we have an intimate culture in the sense that we love eyeball to eyeball (communication). That dynamic has changed. … A byproduct of this is people have become more comfortable with managing relationships over distance. I was a late adopter of Zoom, but now I love it.”
Have you seen growth in your business?
“We believe this is a customer-centric business and we need people who have an affection for others and have a solid technical background. We’ve recently added a few team members because our business is growing substantially. For the past five years, we’ve grown about 25% a year.” ν
