Wealth Management

Chart a course for your unique financial destination with the help of our High-Net-Worth Services.

Our Investment Philosophy
can support your goals

Our Distinctive Discovery Process
helps us to get to know you and lets you rehearse scenarios for your financial future

Brad Mueller headshot
"For generations, most financial products – especially insurance products – have been distributed by salespeople whose financial interests are not aligned with their clients. As a result, these products are generally sold, not purchased, and consumers make choices based on emotion rather than logic. I’ve spent the better part of my career trying to change that picture."

Brad Mueller

Principal / Chief Practice Officer / Director, Risk Management


News & Events

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Wipfli Hewins C-Suite

Hewins Financial, doing business as Wipfli Hewins Investment Advisors, LLC (Wipfli Hewins), a national CPA-based financial advisory firm, announced today its newest C-Suite of executives. Brad Mueller has been named Chief Practice Officer, and Julie Nichols has been named Chief Financial Officer.

Mueller and Nichols will be joining the executive team of Roger Hewins, CEO; Martha Post, Chief Investment Officer; Diane Kelvie, Chief Compliance Officer; and Gretchen Halpin, Chief Strategy Officer.

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