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


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, Consultant


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Tuesday, March 10, 2015 - 5:00pm

John Bussel Speaks at JFNA Investment Institute

John Bussel at JFNA Investment Institute

In what is expected to be the greatest wealth transfer in U.S. history, an estimated $59 trillion will be passed down between generations over the next half-century, with $6.3 trillion gifted to charity. And, according to recent trends, small, family-based foundations will drive a large portion of that philanthropic giving.

John Bussel, our Principal and Regional Director in Miami, addressed this topic as a featured speaker for the Jewish Federations of North America (JFNA)'s 2015 Investment Institute. Read more about his panel, "Family Foundations: From Philanthropy to Investment," on our blog here.

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