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.
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