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


Erika Young headshot
"I’m committed to helping our clients establish a clear vision for their ideal retirement plan so they can retire the way they want to. They work hard to prepare for their financial future, and it’s important to provide them the education they need to understand their reality and start saving early."

Erika Young

Director of Employer Plan Services


Featured & Events

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

A Day at the Ballpark

Wipfli Hewins Phillies Event

Nothing says summer like a day at the ballpark — and that's exactly how we spent this year’s Eastern Regional Appreciation Event, which took place last Thursday, June 18th at Citizens Bank Park in Philadelphia.

More than 30 guests watched the hometown Phillies beat the Baltimore Orioles in a 2-1 victory, while enjoying classic ballpark fare in our luxury suite.

We'd like to think the excitement from our cheering section played some part in the win! Thank you to all those who joined us for the game. We hope you enjoyed it as much as we did.

Here's a full photo album of the event.

Sign up for our Newsletter: