Our Investment Philosophy
Investing made smart, efficient, focused

The Client Experience
helps us to get to know you and lets you rehearse scenarios for your financial future

A CPA-Based Financial Advisor

recognizes that your needs extend beyond traditional financial planning and investment management

Julie Nichols Headshot
"My accounting background has translated well to financial planning and wealth management services. The partnership between Wipfli CPAs and Wipfli Hewins created opportunities for me to work in a more personal capacity to help people manage their financial lives."

Julie Nichols

Principal, Chief Financial Officer, Senior Financial Advisor

Milwaukee