Private Client Services

Chart a course for your unique financial destination with the help of our Private Client Services.

Our Investment Philosophy
Investing made smart, efficient, focused

The Client Experience
helps us to get to know you and lets you rehearse scenarios for your financial future


Sheila Handrick headshot
"I’ve found the connections I’ve made with my clients and the opportunities to help them with their financial resources are very rewarding. I’m able to come in each day and help individuals with some of the most important and challenging aspects of their lives."

Sheila Handrick



Featured & Events

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Hewins Named to The Inc. 5000

Hewins Named to The Inc. 5000

We’re pleased to announce that our firm has been named to The Inc. 5000, an exclusive list of America’s fastest-growing private companies, for the second year in a row!

Checking in at #4,472 overall, we’re honored to earn a place among innovative, influential companies that are making a meaningful impact on the nation’s economy — in fact, this year’s finalists created more than 400,000 jobs in the past three years alone.

As we celebrate this achievement, we’d like to thank our clients and partners for continuing to grow with us, now and into the future!

Read more.