Job Title: Principal, Regional Director
Designations: CPA, CTFA
Office: Eau Claire
Office: La Crosse
Office: St. Paul
Focus: Critical Access Hospitals, Healthcare Professionals, Small Business, Estate Planning Attorneys
Patrick W. Brault, CPA, delivers a disciplined process to investment planning and management that is built on understanding your values and needs. Pat has served high-net-worth individuals, 401(k) plans and foundations since the early 80s. With years of experience in bank trust departments, Pat has witnessed the similarities and the differences between working with individuals, families and institutions. In his view, every client needs help to “see” how to create and monitor clear, transparent long-term investment strategies. Pat offers Interactive Planning, a technology-based service that helps clients “see” different investment scenarios, by changing risk tolerance and return expectations.
"I have been working in financial services and banking since the early 80s. At Wipfli Hewins, I’ve been given the opportunity to fulfill all of my ambitions: to build relationships and connections with people in a highly ethical way, add value to their lives. "
- Patrick W. Brault
Pat frequently helps investors understand the true meaning of diversification. One common belief is that working with multiple advisors and having investments with many different groups reduces risk. “Instead”, Pat points out, “multiple relationships can create a complex management process and make it difficult for the investor—a single individual or an institutional, multi-member investment committee—to truly manage risk.”
“Our firm was founded on the belief that real diversification comes from a fee-based, fully transparent fiduciary model, in which broadly diversified asset allocation is designed into and managed through an Investment Policy Statement (IPS). As a consultant, my job is to help clients build their plan, find the right resources and monitor the investments against agreed upon benchmarks with a disciplined, low-cost process.”
In addition to his work with specific institutions, foundations and endowments, Pat also provides financial wellness seminars to help organizations provide objective financial education and promote healthy financial lives for their employees.
Originally from Green Bay, WI, where his father was the founder of the Packer Hall of Fame, Pat has spent his entire life, beginning with Packer games at Lambeau field, building strong, solid relationships. He and his wife Kathy have raised their three daughters in several towns in both Minnesota and Wisconsin, where he’s fostered strong ties to the community and worked with clients long enough to understand the impact of his work in these communities. "That," says Pat, "is the real payoff. I like to see my clients able to create their own legacies, because they plan early and manage wisely."
A Career in Planning for Families and Institutions
- Principal and Regional Director, Wipfli Hewins Investment Advisors, LLC
- Wipfli LLP
- US Bank Trust
- Valley Bank / M&I Bank Trust Department
Involvement in professional and Civic Organizations
- MN Society of CPAs
- Council for Advancement and Support of Education
- Association of Fund Raising Professionals
- Rotary International: La Crosse, Mequon, Oshkosh, WI
- Estate Planning Council, St Norbert Alumni Society
- Gundersen Lutheran Planned Giving Counsel
- B.B.A. from St. Norbert's College in DePere, WI
- Certified Public Accountant (CPA)
- Certified Trust and Financial Advisor (CTFA)
Awards and rankings based on set criteria and do not necessarily reflect client experience.