Wipfli recognized among the top 5 wealth management professional services firms by Wealth Solutions Report

Wipfli is proud to announce its inclusion in Wealth Solution Report’s prestigious PRO 5: Top Wealth Management Professional Services Firms list. This recognition underscores the firm’s commitment to delivering exceptional value and insight to clients in the wealth management sector.

“Being named among the top five is a testament to the vibrancy of our practice and the dedication of our team,” Kurt Gresens, Wipfli’s managing partner, said. “We continuously strive to provide innovative and holistic solutions that help our clients thrive in an increasingly complex market.”

This award reflects Wipfli’s relentless pursuit of excellence and reinforces its position as a leader in the industry. The firm remains dedicated to empowering clients in the wealth management industry with the right financial, customer and technology tools they need to grow.

Paul Lally, lead of Wipfli’s wealth and asset management practice, said, “It’s incredibly gratifying to work with such an important industry. Seeing the impact we can have on modernizing their systems, increasing customer engagement and fueling client acquisition is what drives us every day.”