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

Patrice Cresci headshot
"Helping my clients see beyond today’s horizon and collaborating with them and their other advisors to work towards their long-term financial goals is what I consider to be the most fulfilling aspect of being a financial advisor."

Patrice Cresci

Principal, Consultant

San Mateo

News & Events

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

Wipfli Hewins C-Suite

Hewins Financial, doing business as Wipfli Hewins Investment Advisors, LLC (Wipfli Hewins), a national CPA-based financial advisory firm, announced today its newest C-Suite of executives. Brad Mueller has been named Chief Practice Officer, and Julie Nichols has been named Chief Financial Officer.

Mueller and Nichols will be joining the executive team of Roger Hewins, CEO; Martha Post, Chief Investment Officer; Diane Kelvie, Chief Compliance Officer; and Gretchen Halpin, Chief Strategy Officer.

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