Hewins Financial Launches Key Access Services™

National CPA-based financial advisory firm unveils service offering for new wealth builders

Jul 31, 2012, 06:00 ET from Hewins Financial Advisors, LLC

SAN MATEO, Calif., July 31, 2012 /PRNewswire/ -- Hewins Financial Advisors, LLC and its affiliate, Wipfli Hewins Investment Advisors, LLC, announced the launch of Key Access Services™ today.  Hewins Financial, a leading CPA-based financial advisory firm, has designed Key Access Services™ for individuals developing new wealth, who are interested in establishing a relationship with a top fee-only advisory firm early in their wealth building efforts.

(Photo: http://photos.prnewswire.com/prnh/20120731/CG49027LOGO)  

Key Access Services™ focuses on clients who do not yet require complex financial planning or tax management services, but would like to take advantage of optimized, low-cost, and tax-efficient investment models.  The experience, technology and resources of Hewins Financial—including DFA, Callan, PIMCO, and Hewins Financial's Investment Committee—power this streamlined offering without the kind of minimum fees typically associated with these types of engagements.  By working with Hewins Financial, these clients can now experience the quality of the firm's investment approach and processes as the firm monitors investments, employs sophisticated tax management and rebalancing strategies, and extends some of the advantages of Hewins Financial's client-centered approach.

"We understand that our clients approach their financial lives with a sense of stewardship and appreciate a fundamentally sound method of personal planning and investing.  As life transitions occur or as wealth building goals are met, Key Access Services™ clients can easily develop into High Net Worth clients.  This gives them the peace of mind of knowing that their trusted advisory firm can be with them through the many stages of their lives," says Scot Roche, Principal at Hewins Financial and Regional Director of Wipfli Hewins' Rockford Illinois Region.

Hewins Financial is fee-only wealth management and advisory firm, with over $2.5 billion assets under management, and is dedicated to enhancing the financial health and success of individuals and families, select institutions and retirement plans, working alongside their CPA affiliates.  Hewins Financial provides clients with sophisticated investment and financial planning services developed to meet the highest fiduciary standards.

Contact a Hewins Financial consultant for fees, pricing, and other details. Model portfolios offered through Key Access Services™ may be subject to change.  Please contact Diana Willson at 888.520.3040 or via email at dwillson@hewinsfinancial.com for additional information on this or other Hewins Financial services. 

SOURCE Hewins Financial Advisors, LLC