Monday, September 18, 2017

Wipfli Hewins Voted Top Wealth Management Firm by Twin Cities Business Readers for the Second Time

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.

Press Release

Friday, September 8, 2017

SKILL Summit 2017


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.

Wednesday, September 6, 2017

Hewins Financial | Wipfli Hewins Named to The Inc. 5,000 for the Fourth Time

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!

Named to Inc. 5000 2017

Tuesday, August 29, 2017

Erika Young and Gretchen Halpin to Speak at the 2017 eMoney Advisor Summit

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.

Scope out the full agenda.

Thursday, August 24, 2017

MyStoryboard - Life In A Box (VIDEO)

Plan, organize, breathe easy. See how you can use MyStoryboard to connect, track and adjust every facet of your financial picture with ease.

Learn More About MyStoryboard

Friday, August 18, 2017

Hewins Named to SFBT Top Private Companies List for 2017

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! 

Read More here.

Tuesday, August 8, 2017

Patrice Cresci Emerges in Top 25 of Forbes' List of "Nation's Top Millennial Wealth Advisors"

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!

Top Next-Gen Wealth Advisors Press Release

Saturday, July 29, 2017

Ranked Among Financial Advisor Magazine's 100 Largest RIAs for the Seventh Year

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!

Financial Advisor Magazine Rankings

Monday, July 17, 2017

Ranked Sixth in AUM on Accounting Today's List of the Top 150 "Wealth Magnets" for 2017

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. 

Read Press Release here.

Friday, July 7, 2017

Investing Made Smart, Efficient, Focused: Premiums (VIDEO)

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.