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

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

 

Gretchen Halpin headshot | Hewins Financial Advisors
"Understanding what is most important to our clients and communicating the value we can provide as a firm is my highest priority."

Gretchen Halpin

Principal, Chief Strategy Officer

Chicago

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Wipfli Hewins Named Top 50 Wealth Management Firm

Wipfli Hewins Named Top 50 Wealth Management Firm

We’re proud to announce that our firm has been named to the Minneapolis/St. Paul Business Journal's List of Top 50 Wealth Management Firms in the Twin Cities metro area. We placed 27th overall in total assets under management (AUM), up from 42nd overall in 2013.

Thank you to our valued clients, partners and team members in Minnesota for helping us reach this achievement! Click for more info

 

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