Hewins Financial Launches Cue Wealth Management Solutions™
CPA-based financial advisory firm unveils an innovative turn-key asset management division
SAN MATEO, Calif., May 13, 2013 /PRNewswire/ -- Hewins Financial Advisors, LLC (Hewins), a national CPA-based wealth management firm, announced today the launch of Cue Wealth Management Solutions™ (Cue). Hewins Financial has designed Cue in affiliation with Wipfli LLP as a strategic partnering platform for select CPA and RIA firms. Cue provides CPA and RIA firms with direct assistance to launch, grow, and leverage their wealth management practices as fully-integrated parts of their service offerings to individuals, business owners, related qualified retirement plans and charitable entities.
Cue Wealth Management Solutions™ offers a disciplined, cohesive platform for firms seeking to rapidly enhance the quality and scope of their service offerings and potential revenue streams. The Cue platform draws on over a decade of Hewins' experience providing CPA-based, comprehensive financial services to a wide variety of clients. Cue employs a wide range of experience and a well-developed infrastructure and management team on both the RIA and CPA side, to help firms recognize and take advantage of the strategic growth opportunities that a holistic wealth management practice can deliver.
Cue Wealth Management Solutions™ provides CPA and RIA firms with front-end client service processes and resources, back-office management through sophisticated tools and strategies, and a tailored investment platform that includes customized performance reporting. Additionally, Cue helps partners and fast growing RIAs address strategic opportunities in applying marketing and business development efforts, as well as improving technological capacities.
"Hewins has grown to over $2.5 billion in AUM over the past ten years. We are often approached by other firms who are interested in having us help them grow their wealth management practices, or consult with them on how they should enter the wealth management space. Our resources and processes are able to add value to the service offerings of our RIA and CPA clients through our integrated investment, financial planning, and operations platform. We believe our platform is state-of-the-art," says Dave Hutchinson, Managing Director of Strategic Partnerships for Cue Wealth Management Solutions™.
Hewins Financial Advisors, LLC is a national, CPA-based financial advisory firm that has delivered sophisticated, objective advice since 1999. Cue Wealth Management Solutions™ is a division of Hewins Financial Advisors, in affiliation with Wipfli LLP.
SOURCE Hewins Financial Advisors, LLC
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