What You Can Expect as a Private Client

A Holistic Approach to Wealth Management

At Hewins/Wipfli Hewins, we take a big-picture approach to financial planning and wealth management. We consider every aspect of your financial life while helping you plan for your future.

Obtain everything you need in the financial arena from one provider. You’ll benefit from a close relationship with your advisor, and also receive the full support of our CPA-based financial advisory network. Our holistic team approach makes it easier for you. What we do is not about products or specific offerings; it is all about you and your needs.

    Diagram of what our clients can expect

What Private Client Services Include

Comprehensive Investment Advisory Services to Help You Grow & Protect Your Wealth

We begin our relationship with you by making a comprehensive assessment of where you are now and your goals for the future. We continue to work with you to help you grow and protect your wealth through your lifetime, as your goals and needs change. Here are some of the services we offer to do that:

  • Financial planning and Interactive Planning
  • Portfolio/Asset allocation design & review
  • Investment policy statement development & management
  • Portfolio Management Services
  • Portfolio accounting, trading and rebalancing
  • Daily account monitoring and maintenance
  • Comprehensive tax management
  • Sophisticated reporting
  • Reviews of actual asset allocation vs. Investment Policy Statement
  • Benchmarked returns comparison

Cost-aware, Tax-aware Investment Strategies to Help You Keep More of What You Earn

Strategies include:

Retirement Income Planning: Helping You Ensure Your Money Lasts

Let us help reduce the anxiety of preparing for the future. Tools we use to help plan for retirement include:

  • Retirement needs assessment
  • Cash flow projections
  • Distribution planning
  • Business succession

Estate Planning to Help You Preserve Your Legacy & Protect Your Heirs

We offer many services to help protect your legacy, including:

  • Estate plan design
  • Disposition of assets
  • Estate tax elimination/reduction
  • Revocable living trust/will analysis
  • Irrevocable trusts
  • Family gifting strategies
  • Incapacity planning
  • Asset protection
  • Philanthropic planning
  • Family education and trust administration managers
  • Wealth transfer strategies

Insurance and Risk Management to Help You Prepare for the Unknown

  • Life insurance needs assessment
  • Long-term care needs assessment
  • Disability analysis
  • Evaluate and interpret policies
  • Overall insurance analysis

Education Funding Services to Help You Manage Growing Educational Costs

  • Paying for college strategies
  • Funding vehicle analysis
  • Tax savings techniques
With a trusted, fiduciary advisor to serve you, you can bring your financial life together. Contact us to learn more about our people and your experience: