News

For press inquiries regarding Wipfli Hewins, please contact:
Jenn McEachin, Senior PR Specialist
Phone: 312-871-3450, E-mail: jennifer.mceachin@wipfli.com  

Most Recent News

Wipfli LLP and Wipfli Hewins Leaders Selected for In Business Magazine’s 2018 40 Under 40
3/1/2018
We are excited to announce that Erika Young, principal and director of Employer Plan Services, has secured a spot in InBusiness Madison’s 2018 40 Under 40 Class. Please join us in congratulating Erika on this prestigious professional milestone! See more exciting details about her placement here:

Tags: Press Releases, Awards/Rankings

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Hewins Financial | Wipfli Hewins Prepares for 2018 with Expansion of Investment Committee
11/21/2017
Exciting news from our Investment Committee: Rafia Hasan, CFA, CFP®, has been promoted to co-Chief Investment Officer (CIO), joining our existing CIO, John Bussel. Additionally, Principal, Regional Director and Senior Financial Advisor Patrick Brault has been selected to serve as a new member of the Committee. Both appointments will deepen our bench of professional expertise and expand the capabilities we can provide our clients, as we head into the New Year!

Tags: Press Releases, Firm News

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Top Wealth Management Firm to do business with in Minnesota
11/9/2017
We’re honored and humbled to announce that Twin Cities Business readers have voted Wipfli Hewins the “Top Wealth Management Firm” to do business with in Minnesota — for the second year running! Thank you to our dedicated Minnesota advisory team, to our partners, and importantly, to our clients — your success is our success, and we couldn’t be more grateful to serve you and your families.

Tags: Awards/Rankings, Firm News

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Hewins Financial | Wipfli Hewins Named to the Inc. 5,000 for the Fourth Time
8/30/2017
What a perfect way to end an exciting and rewarding summer! For the fourth year in a row, our firm has been named to The Inc. 5,000, a prestigious ranking of the fastest-growing private companies in America. It’s an honor to be recognized among businesses that are truly revolutionizing their respective industries. To celebrate, we’ve compiled a quick, by-the-numbers overview of our placement on the list — take a look!

Tags: Awards/Rankings, Firm News

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Patrice Cresci Emerges in Top 25 of Forbes' List Of "Nation's Top Millennial Wealth Advisors"
8/2/2017
We are very proud to announce that Patrice Cresci, principal and regional director in the Bay Area, has been recognized by Forbes in its inaugural ranking of “America’s Top Next-Gen Wealth Advisors.” Patrice’s excellence, as an advisor, is underscored by her unwavering commitment to her clients and to making a true, positive difference in their financial lives. We are honored to have her as a member of our team and as a leader of our firm!

Tags: Awards/Rankings, Press Releases

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Ranked Sixth in AUM On Accounting Today's List of the Top 150 "Wealth Magnets" For 2017
7/17/2017
Look who’s on the move! This year, we ranked sixth on Accounting Today’s list of the Top 150 “Wealth Magnets” for 2017 — up one place from 2016. The publication ranks the industry’s top CPA-based wealth management / financial planning firms by assets under management (AUM) on an annual basis. On behalf of our entire firm, we’d like to dedicate this recognition to our team members at Wipfli LLP and to our clients. We are grateful for your continued support and for giving us the opportunity to live out our passion every day — helping you achieve your financial goals.

Tags: Awards/Rankings, Firm News

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Named to Financial Times' 2017 List of the 300 Top Registered Investment Advisers
6/23/2017
We are honored and humbled to be included among the Financial Times’ 300 Top Registered Investment Advisers (RIAs) for 2017. This is our firm’s first appearance on the list, which recognizes an elite group of leading, independent RIAs from across the United States. None of our growth or success would be possible without the support of our loyal clients, partners and team members!

Tags: Awards/Rankings, Firm News

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Congratulations to Our Three New Principals
5/30/2017
Three cheers for three new additions to our ownership team for 2017! Speaking on the promotion of these team members to Principal, Chief Practice Officer Brad Mueller noted: “Erika, Mark and Thuong each exemplify our core values, service-focused culture and steadfast commitment to improving the financial lives of our clients.” We couldn’t agree more — please join us in congratulating them on this achievement!

Tags: Press Releases, Firm News

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Gretchen Halpin Leads the Charge for Workplace Diversity at Two National Finance Conferences
5/23/2017
As a company with nearly 50 percent our advisors being women, Hewins Financial | Wipfli Hewins clearly believe that gender diversity in the workforce translates into tangible business benefits. This month, Chief Strategy Officer Gretchen Halpin spoke at length about our firm’s perspective and experiences as a panelist at Financial Advisor Magazine's Magazine’s Invest in Women Conference, and most recently, at NAPFA's 2017 Conference.

Tags: Press Releases, Events

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Bringing Financial Education To Chicago Public School Students
4/17/2017
We’re on a mission to make financial literacy fun — and what better way to test our expertise than with a presentation to more than 350 middle-school students? Learn more about one of our most exciting Money Smart Week events to date:

Tags: Press Releases, Events

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