MINNEAPOLIS, MINN., USA, September 12, 2017 /EINPresswire.com/ — For the second year in a row, Twin Cities Business readers have voted Wipfli Hewins Investment Advisors (Wipfli Hewins) as the number-one wealth management firm to do business with in Minnesota, as part of the publication’s annual Best of Business Awards. Twin Cities Business recognized Minnesota businesses across a variety of categories, and the winners and finalists earned top spots based on the magazine’s annual subscriber survey, which was themed around business-to-business vendor advice.
Business owners have long been a focus of Wipfli Hewins’ CPA-based wealth management practice, which also serves the in-depth financial planning, investment, insurance and tax needs of individuals and families. Since its inception nearly 20 years ago, Wipfli Hewins has worked hard to fine-tune its service approach to help solve for the unique challenges that business owners face, such as planning for succession, an eventual sale or employee benefits needs. In collaboration with its CPA affiliate, Wipfli LLP, the firm strives to better serve owners through integrated solutions that fulfill both their business and personal financial needs.
Wipfli Hewins’ commitment to the business community also extends beyond its immediate client base. The firm’s regional team has played an integral role in fostering the Twin Cities business scene, providing resources and support to help the local economy continue to grow and thrive. For the past three years, Wipfli and Wipfli Hewins have partnered with Twin Cities Business to cosponsor a small business strategies forum, which brings together local companies for engaging panel discussions focused on important industry trends and best practices.
“With the Twin Cities maintaining a solid spot in the top 20 largest metro areas in the country, it is imperative that we work together as local businesses to sharpen and strengthen one another,” says Principal and Regional Director Patrick Brault, CPA, CTFA, who has helped organize the small business strategies forum since its inaugural year. The 2017 gathering attracted more than 140 participants for discussions on innovation and growth, led by three distinctly different businesses that all had one quality in common: a desire to encourage and share their experiences with their peers.
Shared community successes like the forum help make this year’s Best of Business recognition so memorable, says Nate Wenner, CPA, PFS, CFP®, CIMA®, also a principal and regional director with Wipfli Hewins’ Minneapolis office. “We understand that we are one of many wealth management firms in the Twin Cities that our clients can choose as a service provider in working toward their current and future financial success,” he says. “Our team is humbled to receive this award from Twin Cities Business readers, and we aspire to continue living up to the honor for years to come.”
Twin Cities Business’s Best of Business Awards were based on an external survey conducted by DataJoe Research. Read more about their full methodology and view the full list of 2017 winners. Rankings are not indicative of future performance or representative of any client experience. Wipfli Hewins did not pay a submission fee for consideration, but did promote the nomination to solicit votes.
About Wipfli Hewins Investment Advisors
Hewins Financial Advisors, LLC d/b/a Wipfli Hewins Investment Advisors — headquartered in California — is a national, CPA-based financial advisor that provides integrated financial planning and investment management solutions to individuals, families, small businesses and retirement plans. Learn more at www.wipflihewins.com.
Gretchen Halpin, Chief Strategy Officer
Wipfli Hewins Investment Advisors
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Source: EIN Presswire