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

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

 

Julie Nichols headshot
"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, Chief Financial Officer, Consultant

Milwaukee

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Tuesday, March 10, 2015 - 5:00pm

Nate Wenner receives Five Star Wealth Manager Award for 5th Consecutive Year

Nate Wenner

We’re proud to announce that Nate Wenner, our Principal and Regional Director in Minneapolis, has received the Five Star Wealth Manager Award for the fifth consecutive year! He is recognized among the top seven percent of wealth managers in the market for exceptional client service and satisfaction.

Congratulations to Nate on receiving this prestigious honor!

To receive the award, the wealth manager must be nominated by a peer or firm, and must satisfy ten evaluation criteria that are associated with wealth managers who provide quality services to their clients. To see additional qualification criteria, click here.

 

 

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