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.
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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!
Nearly 20 years ago, we opened our doors for business with a mission to make a positive difference in our clients’ financial lives. Today, we’re proud to say that we’re one of the nation’s 100 largest registered investment advisors (RIAs) based on AUM, as ranked by Financial Advisor Magazine.
We came in at #62 out of 638 firms on the list — an incredible achievement that we owe to our loyal clients and team members. Here’s to many more years of continued growth and partnership!
Look who’s on the move! This year, we ranked sixth on Accounting Today’s list of the Top 150 “Wealth Magnets” for 2017 — up one place from 2016. The publication ranks the industry’s top CPA-based wealth management / financial planning firms by assets under management (AUM) on an annual basis.
On behalf of our entire firm, we’d like to dedicate this recognition to our team members at Wipfli LLP and to our clients. We are grateful for your continued support and for giving us the opportunity to live out our passion every day — helping you achieve your financial goals.
At Hewins Financial | Wipfli Hewins, “traditional” investing isn’t exactly our style. We don’t chase after returns or spend time speculating which country will be the next top performer — or which company will be the next Apple or Google. We believe there's a better way.
This five-minute video — narrated by Rafia Hasan, Director of Investments — will provide you with a high-level overview of the evidence at the core of our philosophy, and how we use those findings to help provide you with a rewarding investment experience.