Case Study: SMITH gains peace of mind with Wipfli and Wipfli Financial Advisors

Smith - Customer Case Study

SMITH is a high-net-worth client who had long relied on Wipfli for tax planning and compliance, as well as estate and gift tax planning. When health-related concerns created a greater need for help with investment and financial matters, Smith became dissatisfied with the current provider and asked Wipfli for recommendations.

Wipfli first tried to resolve the issues with the existing advisor, then introduced Smith to its coordinated services through Wipfli Financial Advisors. Smith chose Wipfli and Wipfli Financial because the offering included trusted investment advice, bill pay assistance, periodic transfers of funds when requested, and coordinated financial, tax, and estate planning services. As a result, Smith can relax knowing the financial and tax complexities are being handled, while concentrating on staying healthy and living life to the fullest.

SMITH