CPA-based wealth management firm Hewins Financial Advisors has teamed up with accounting firm Wipfli LLP to introduce Cue Wealth Management Solutions, a strategic partnering system for CPA and registered investment advisor firms.
Cue Wealth Management Solutions will provide CPA and RIA firms with help in launching, growing and leveraging their wealth management practices as integrated parts of their services to individuals, business owners, related qualified retirement plans and charitable entities. Cue draws on over a decade of Hewins's experience providing CPA-based financial services to a wide variety of clients.
Cue Wealth Management Solutions provides CPA and RIA firms with front-end client service processes and resources, back-office management tools and strategies, and a tailored investment platform that includes customized performance reporting. In additionally, Cue helps partners and fast-growing RIAs address strategic opportunities in applying marketing and business development efforts, as well as improving technological capacities.
"Hewins has grown to over $2.5 billion in AUM over the past 10 years, said Cue Wealth Management Solutions managing director of strategic partnerships Dave Hutchinson. We are often approached by other firms who are interested in having us help them grow their wealth management practices, or consult with them on how they should enter the wealth management space. Our resources and processes are able to add value to the service offerings of our RIA and CPA clients through our integrated investment, financial planning, and operations platform. We believe our platform is state of the art.