Wipfli Hewins Investment Advisors Named a Top 50 Wealth Management Firm by the Minneapolis/St. Paul Business Journal
The CPA-based financial advisory firm ranks 27th in total assets under management.
MINNEAPOLIS, March 16, 2015 /PRNewswire/ -- Wipfli Hewins Investment Advisors, LLC (Wipfli Hewins), a national, CPA-based financial advisory firm, has been named to the Minneapolis/St. Paul Business Journal's List of Top 50 Wealth Management Firms in the Twin Cities metro area. The firm, which manages approximately $3.5 billion in total assets under management (AUM), placed 27th overall, up from 42nd overall in 2013.
Backed by the strength of its strategic partnership with Wipfli LLP (Wipfli), Wipfli Hewins' continued growth has been propelled by its integrated approach to financial planning and investment advisory.
By blending these services with Wipfli's accounting and consulting capabilities, the firm has successfully boosted its client base and expanded its range of services to include tax and estate planning, insurance consulting and wealth transfer planning, among others.
"I'm proud of how we've continued to grow the size of our local advisory team," says Nate Wenner, Principal and Regional Director for Wipfli Hewins in Minneapolis. "Our growth is really a testament to our approach: comprehensive, financial advice from trusted advisors who keep their clients' needs at the forefront."
The firm has also utilized technology to provide more value to clients, employing a cutting-edge planning tool that allows them to visualize their financial goals and expectations.
"With the introduction of 'what-if' scenario planning, we can help our clients see the impact of their decisions before they're final," says Patrick Brault, Principal and Regional Director for Wipfli Hewins in St. Paul. "This unique offering helps us establish greater trust with our clients and has contributed to our growth."
Wealth management firms qualified for the list based on total AUM. For the full ranking and original report, please view the publication's main website. All client experiences may materially differ, and past performance is not indicative of future performance.
About Wipfli Hewins Investment Advisors
Wipfli Hewins Investment Advisors currently has consultants in California, Florida, Illinois, Minnesota, Pennsylvania and Wisconsin, and is growing across the U.S. with partners that share its philosophy. For more information, visit wipflihewins.com.
SOURCE Wipfli Hewins Investment Advisors, LLC
Share this article