Wealth Management

Chart a course for your unique financial destination with the help of our High-Net-Worth Services.

 

Our Investment Philosophy
can support your goals

Our Distinctive Discovery Process
helps us to get to know you and lets you rehearse scenarios for your financial future

"My accounting background has translated well to financial planning and wealth management services. The partnership between Wipfli CPAs and Wipfli Hewins created opportunities for me to work in a more personal capacity to help people manage their financial lives."

Julie Nichols

Principal, Managing Director

Milwaukee

News & Events

Want to know more about us? Check out the latest firm happenings, announcements and events in your area.

A Big Year: 2014 New Principals

We are very pleased to announce the promotion of three of our Consultants to Principal!

Their hard work and substantial accomplishments, combined with the way they represent the best of our culture, have earned for them our respect and appreciation. 

Click here for the full announcement.

Thursday, January 23, 2014 - 8:00am

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