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

Colleen Jordan Hallinan headshot
"Connecting the dots of my clients' personal lives to their financial goals is my passion. I work with clients who appreciate the disciplined process of wealth management and who understand the value in a real partnership with their advisor"

Colleen Jordan Hallinan

Principal, Senior Vice President

San Mateo

News & Events

Want to know more about us? Check out the latest firm happenings, announcements and events in your area.

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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