Wipfli Hewins Named a Top 30 Metro-Area Wealth Management Firm by Minneapolis/St. Paul Business Journal

MINNEAPOLIS - July 14, 2016 - PRLog -- Every company faces its own unique set of challenges on the road to growth. It's a constant balancing act between big-picture goals, day-to-day operations, and most importantly, individual clients' needs, which are the foundation of the business itself.

Wipfli Hewins Investment Advisors (Wipfli Hewins), a national, CPA-based financial advisor, doesn't see these "growing pains" as challenges — rather, the firm sees them as opportunities to continue developing its advisory team to foster stronger client relationships, and to build and improve its services.

"Teamwork" has become a hallmark of Wipfli Hewins' comprehensive, integrated service approach, and has also helped the firm snag a spot on the Minneapolis/St. Paul Business Journal's List of Top 50 Wealth Management Firms in the Twin Cities metro area. Wipfli Hewins, which manages approximately $3.8 billion in total assets under management (AUM), placed 28^th overall for 2016, marking the third consecutive year the firm has been included on the list.

Nate Wenner, Principal and Regional Director for Wipfli Hewins in Minnesota, attributes the firm's success to its unwavering focus on the client experience. "Our client-first, fiduciary approach is the type of comprehensive relationship that investors desire from their advisors — and that's the way we want to serve our clients," says Wenner. "Over the past year, we've focused our attention to delivering that level of personalized client service and advice, which has just naturally fueled our growth."

And while Wipfli Hewins has found success in honing what it already does well, the firm also recognizes its place within the industry, and reinvests in its core business principles and standards of service when faced with change.

"Recently, the Department of Labor (DOL) released new regulations that will put a fiduciary standard in place for advisors serving retirement plans and individual retirement accounts (IRAs)," explains Patrick Brault, Principal and Regional Director for Wipfli Hewins in Minnesota. "We believe that our growth will continue to flourish in light of the ruling, as investors grow weary of the traditional, status-quo options and look to firms like us, who are proud to uphold the fiduciary responsibility to their clients."

Firms qualified for the list based on total AUM. View the publication's original report for the full ranking and selection criteria. The award discussed herein is not indicative of future performance or representative of any client experience.