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June 6, 2013
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May 13, 2013
HEWINS FINANCIAL LAUNCHES CUE WEALTH MANAGEMENT SOLUTIONS™
CPA-based financial advisory firm unveils an innovative turn-key asset management division
SAN MATEO, Calif. (May 13, 2013) – Hewins Financial Advisors, LLC (Hewins), a national CPA-based wealth management firm, announced today the launch of Cue Wealth Management Solutions™ (Cue). Hewins Financial has designed Cue in affiliation with Wipfli LLP as a strategic partnering platform for select CPA and RIA firms. Cue provides CPA and RIA firms with direct assistance to launch, grow, and leverage their wealth management practices as fully-integrated parts of their service offerings to individuals, business owners, related qualified retirement plans and charitable entities.