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

 

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

Featured & Events

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

Patrice Cresci photo

Thuong Thien photo

Hewins promotes two of their Bay Area advisors

We are pleased to announce the promotion of Patrice Cresci, CFP® from Consultant to Regional Director. Over the past year, Patrice has managed the regional business activities and development of the firm’s Bay Area team, and will carry over this responsibility to her new role.

We are also pleased to announce the promotion of Thuong Thien, CFP® from Senior Associate Consultant to Consultant. In her new role, Thuong will focus on developing client relationships and providing integrated financial planning services. You can congratulate them here!

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