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.