Matt Kleiman
Senior Advisor Associate at Wealthspire Advisors
- Role
- Senior Advisor Associate at Wealthspire
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Matt Kleiman
Financial planning is built on trust, transparency, and meaningful relationships. I believe in a collaborative approach, working closely with my clients to understand their unique goals and provide thoughtful, strategic guidance. Whether you\'re planning for the future, managing investments, or navigating complex financial decisions, my goal is to offer clarity, confidence, and a path forward that aligns with your values. I enjoy working with families and individuals to build strong financial foundations. At Wealthspire, I work alongside my clients to create tailored financial plans that make sense for them—because no two people’s lives or goals are the same. My background in law and experience in planning give me a unique perspective, allowing me to offer guidance that is both strategic and personal. At the end of the day, financial planning is about more than just numbers—it’s about people, families, and the lives we build together. My wife, a proud Milwaukee native, and I are raising our children here, and we love being part of this vibrant community. I’m actively involved in local nonprofits, and in my free time, you’ll find me enjoying the outdoors, sports, and making the most of family time. If you\'re looking for a financial planner who will treat your goals like his own, let’s connect. I’d love to work together to build something great.
Experience
Senior Advisor Associate
Mar 2026 — Present · Milwaukee, WI, US
Wealthspire is a fee-only, fiduciary, client‑first wealth management firm that blends deep financial planning expertise with a collaborative team approach to help clients navigate every stage of their financial lives. As a Senior Advisor Associate, I support a high‑caliber advisory team that delivers thoughtful guidance, institutional‑level resources, and a personalized experience.
Education
Loyola University Chicago School of Law
Doctor of Law (J.D.), 2014
2011 — 2014
University of Wisconsin-Madison
B.A, History; American and Jewish History
2006 — 2010
Skills
- Legal Research
- Public Speaking
- Incorporation
- Research
- Microsoft Office
- Non-Profit Incorporation
- Legal Issues
- Nonprofits
- Regulatory Compliance
- Microsoft Word
- Microsoft Excel
- Leadership Development
- Mediation
- Regulatory Reporting
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.