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You're in good company. For years, our firm has developed relationships with people like you, to help them lead happier, healthier, and more productive lives. Our success is based on our long history of social responsibility, strong leadership, and sound investment strategies, utilizing a variety of products and services. 

We help our clients design and implement planning and investment strategies to enhance their present and future financial security based on their very individual needs and desires. Our clients receive the ongoing follow-through they need and deserve. We have the knowledge and experience to help our clients meet these goals.

 Our desire is to be a lifetime resource for each and every client, freeing up your time to enjoy your family, hobbies and personal goals, while we focus on your financial well-being.

Matthew Kletti Photo Matthew Kletti Hover Photo
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Matthew Kletti

Partner | Financial Planner

Matthew Kletti began his financial planning journey in 2009 partnering with New England Financial and Julian Strategic Alliance Group.  In the spring of 2021 Matthew help found Meridian Wealth and Retirement to better focus on comprehensive family and business planning for his clients. He has an extensive background in asset and income protection, wealth management, and comprehensive financial planning for both individuals and businesses. Matthew brings expertise to our clients in tax-efficient retirement distribution planning.  Matthew has been a 4 time (2017-2020) Massachusetts Mutual Life Insurance Company (MassMutual) Leaders qualifier working hard to serve his clients. 

Matthew graduated from Aurora University and Dunham School of Business in 2009 with a degree in Business Management and Biology. Matthew has also obtained his Eagle Scout award from the Boy Scouts of America.

Matthew has volunteered and held board positions as President and treasurer for Fox Valley Mountain Bike Associations, North East Wisconsin Trails, and Fox Cities Cycling Association. 

Matthew and his wife, Tiffany, live in Sherwood and have one son – Harvey.  In his free time, Matthew is an avid mountain biker and golfer; he is usually off to a bike race or on course!  He also loves staying physically active, traveling with his family, boating and camping. 

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, know-how, experience, and world-class planning tools, I help build financial freedom for my clients



Thomas Julian, LUTCF Photo
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Thomas Julian, LUTCF

Partner | Financial Planner


As a Financial Planner with Meridian Wealth + Retirement  I have the knowledge needed to assist clients with their financial plans and help them meet their long-term financial goals. 

  • Define your personal financial goals
  • Develop a written plan that can help you achieve these goals
  • Allocate your assets based on your own tolerance for risk and your time frame.
  • Implement your strategy with products and services that help meet your needs. Of course, you are free to implement your plan at the financial institution of your choice.

I began my financial services practice in 1989. A graduate in Pre-Law Studies and Criminal Justice from Anderson University, I am also a member of the prestigious organization, National Association of Insurance Financial Advisors (NAIFA). As a responsible and active member of my community, the Vice President of my Parish council, am also involved with LifePromotions, and many local not-for-profit organizations. I have been married to my wonderful wife Cheryl for over 30 years and we have raised three children in Kimberly, Wisconsin.

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, know-how, experience and world-class planning tools, I help build financial freedom for my clients.

I can also help you achieve these goals:

  • Business continuation and preservation. For business owners, partners, and majority stock holders, what happens to a business as the result of the retirement, disability, or death of a key employee, owner, or partner can mean the business healthily continues or that the business is subject to hard times or, in the worst cases, a distressed sale or closure. Protecting a business with effective solutions now can mean a continued future.
  • Retirement income goals. We’ve all heard the statistics. People are living longer and are enjoying retirement for many more years than ever before. Making sure those years are enjoyable is a goal of many. Making sure not to outlive an income is a financial goal of many more.
  • Wealth accumulation. Accumulating assets, and doing so in the most effective manner for growth while minimizing taxes, is a financial goal for most individuals.
  • Asset protection. We all work hard for our money, and protecting our assets – both the tangible (a home protected from fire) and non-tangible – (tax and inflation erosion or litigation) is important to a financial plan. After all, you’ve built nest egg – you should do all you can to keep it.
  • Asset Allocation. How your money is invested should reflect who you are – how you feel toward risk and what time frame you’ve set for your goals. I can help you customize your portfolio to complement these factors.
  • Tax Strategies.* Taxes, it seems, are inevitable. However, there are measures that can help lessen your tax burden.
  • Higher education goals for your children. For many parents, a child’s future is of utmost importance. Beginning to fund higher education sooner than later – and doing it with the right tools and investments – can help make all the difference in the world.
  • Preserving estates from substantial Federal estate taxation.* Some estates are subject to Federal estate taxation. There are ways you can preserve most of your estate for your heirs.
  • Protecting your survivors. In addition to preserving your estate from Federal estate taxes, you may also be concerned about those who are dependent on you. There are solutions to this need. Continuing the protection of your survivors can be achieved with proper planning techniques.
  • Gifting Strategies. Gifting is not the only way to philanthropically aid your favorite charities or provide for a loved one – it can also be a way to reduce the tax bite, both now and when your estate is be settled.
  • Trust Strategies.* A carefully drafted trust agreement can help people avoid substantial estate tax liability, can be established for the benefit of a charity, can allow an individual access to income and principal, and more. A trust may be just the tool you need when implementing your financial plan. I can work with your lawyer to determine whether a trust will be suitable to help you meet your goals.
* Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters



Tom@meridianWR.com



Wade Ullsperger, FSCP Photo
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Wade Ullsperger, FSCP

Partner | Financial Planner

Wade Ullsperger is a Founding Partner and Financial Planner with Meridian Wealth + Retirement. He prides himself on providing his clients with objective and customized insurance and wealth management strategies to help fulfill their needs and accomplish their goals. Whether he is working with individuals, small businesses, or families, his objective is consistent; to provide all the necessary tools and resources necessary to make sure his clients have a sense of confidence regarding their financial future. Strong relationships are at the core of his practice and are maintained through following a fiduciary standard of care to his clients and always acting in their best interests.

Wade received his Bachelor of Science degree in Business and Economics from the University of Wisconsin- Stevens Point. While there, Wade was an active member of the university football team, having been awarded First Team All-Conference his senior year.

Prior to founding Meridian, Wade has spent the past 20 years working as a Financial Advisor.

Wade believes in continuing to improve himself in his industry and earned the professional designation of the Financial Services Certified Professional (FSCP) from the American College in 2015. Other professional achievements include:

  • 2002 New England Financial Star Producer
  • 2003 New England Financial Most Valued New Associate
  • 2009 MetLife Top Producer Symposium
  • 2011, 2013 MetLife Leaders Conference Qualifier
  • 2018, 2019 MassMutual Leaders Conference Qualifier

 Outside of work, Wade is a resident of Pewaukee and is passionate about physical fitness, golfing, and mindfulness.




wade@meridianwr.com



Paul Brokenshire Photo
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Paul Brokenshire

Partner | Financial Planner


Paul Brokenshire is a Financial Advisor and Planner with Meridian Wealth + Retirement.  He provides objective and  customized insurance strategies to help meet the financial needs of his clients. 


Paul is a graduate of the University of Wisconsin-Milwaukee.  He received his Bachelor’s degree from the Lubar School of Business, double majoring in Finance and Economics. 


Prior to joining Meridian, Paul spent time as both a Financial Consultant and Branch Manager at TD Ameritrade before working as a supervisory officer at Financial Solutions Group. In 2019 he decided to move back into practice as an advisor with the current firm. 


He is a member of the Wisconsin-Milwaukee Alumni Association and a long-time Wisconsin Humane Society Volunteer. 


In his free time, Paul enjoys traveling with his wife Jessica and daughter Evelyn and spending time with family, friends, and his dogs, Maribel and Patrick. 





Paul@Meridianwr.com