As industry leaders, we’re committed to fosteringthe development of rising advisory talent —whether it’s serving as mentors in our community or growing our internship program. At this year’s Schwab IMPACT conference, our own Benjamin Hayes and Ryan McGuire will be sharing their insights,expertise and some of our firm’s best practices in two featured presentations.
From our client service approach to our internal processes, we’re committed to putting the power of cutting-edge technology to work for our business. It’s why our own Ben Watson was selected to serve as a featured panelist at this year’s #BoxWorks conference, where he shared how we use cloud solutions — like Box — to increase productivity, foster collaboration and keep operations humming smoothly.
Hewins Financial | Wipfli Hewins Offers Perspective on Two Financial Industry Shifts at the 2017 eMoney Advisor Summit
Amid one of the most transformative eras for the financial services industry, the theme of this year’s eMoney Advisor Summit couldn’t have been more fitting. Our own Gretchen Halpin and Erika Young served as featured presenters during this year’s event, speaking on two seismic shifts that are impacting the space:
We’re honored and humbled to announce that Twin Cities Business readers have voted Wipfli Hewins the “Top Wealth Management Firm” to do business with in Minnesota — for the second year running! Thank you to our dedicated Minnesota advisory team, to our partners, and importantly, to our clients — your success is our success, and we couldn’t be more grateful to serve you and your families.
In support of our mission to deliver enhanced value and service to our clients, our firm will be attending the sixth-annual SKILL Summit from September 13-15 in Austin, TX. Hosted at the Dimensional Fund Advisors Headquarters, the SKILL Summit is an internal training seminar designed to improve our knowledge surrounding the processes, tools and technology needed to better serve your financial goals.
Our offices will be closed throughout the three-day duration of the seminar, but we will still be available to answer any questions you may have. Please continue to reach out to your personal advisory team. We apologize in advance for any delays and will respond as soon as possible.
What a perfect way to end an exciting and rewarding summer! For the fourth year in a row, our firm has been named to The Inc. 5,000, a prestigious ranking of the fastest-growing private companies in America. It’s an honor to be recognized among businesses that are truly revolutionizing their respective industries. To celebrate, we’ve compiled a quick, by-the-numbers overview of our placement on the list — take a look!
We’re proud — and excited — to share that we’ll have two representatives from our firm at this year’s eMoney Advisor Summit! On September 26, more than 600 advisors and industry professionals will hear engaging talks from our own Erika Young and Gretchen Halpin, focused on the fiduciary standard of care and the women investor demographic, respectively.
Plan, organize, breathe easy. See how you can use MyStoryboard to connect, track and adjust every facet of your financial picture with ease.
So far this year, we’ve been honored to have our firm’s accomplishments recognized by respected publications in our local communities — most recently by the San Francisco Business Times, which named us to its list of the “Top Private Companies” for 2017. Thank you to our Bay Area-based team members and partners for their hard work, and to our incredible clients, who always inspire us to keep reaching higher!
We are very proud to announce that Patrice Cresci, principal and regional director in the Bay Area, has been recognized by Forbes in its inaugural ranking of “America’s Top Next-Gen Wealth Advisors.” Patrice’s excellence, as an advisor, is underscored by her unwavering commitment to her clients and to making a true, positive difference in their financial lives. We are honored to have her as a member of our team and as a leader of our firm!