Unlocking your high-performance firm starts here
Every organization starts with a vision. But there comes a day where you wonder how you get from where you are now to where you always dreamed you could be.
Whether the distance is short or long, if you’re committed to going there, we’ll be right by your side.
At Wipfli, we are committed to helping wealth management and asset management firms succeed and grow with compelling and powerful insights, resources and solutions.
Holistic solutions
Our team can help you find the right balance between stability and agility to help your firm reach its ideal state.
Business consulting: We uncover opportunities involving data, people, structure, strategy and technology that can drive your success. From growth to transition, we help you perpetuate your legacy into the future.
Finance and accounting: We turn numbers into actionable insights that drive proactive, strategic decisions. From CFO advisory to tax and audits, we can help.
Regulatory compliance: Our team provides practical solutions that support and monitor compliance issues and helps develop policies and train employees.
Technology consulting: We discover and deploy digital solutions that will help you leverage digital strategy to drive engagement, collaboration, efficiency and growth.
Talent and change management: Our organizational performance specialists help you manage disruption and craft an agile strategy while also managing your people, payroll and benefits.
Meeting your needs at every stage
We help clients define where they are, where they are going and how they are going to get there. The path to growth is not always linear, and our team will be by your side throughout your firm’s lifecycle.
Are you struggling to meet the urgent needs of daily operations and unable to solidify your base to handle the moments of massive change?
Here's how we can help:
- Establishing a strategic vision
- Choosing a legal entity
- Implementing operating documents
- Establishing an advisory board
- Cash flow analysis & projections
- Talent management
- Compensation planning
- Outsourced CFO
- Interim succession planning
- Sources of capital
Are you struggling to meet the urgent needs of daily operations and unable to solidify your base to handle the moments of massive change?
Here’s how we can help:
- Business intelligence
- Digital planning and strategy
- Talent management
- Create catalytic leadership team
- Technology selection
- Cloud operations
- Cybersecurity
- Back-office accounting
- Cash flow analysis & projections
- Compensation planning
- Interim succession planning
- Sources of capital
- Strategic planning
Your business is up and running and you’re managing growth. Now you need to integrate your changes and vision into your structure and how you do business.
Here’s how we can help:
- Business continuity and incident response
- Succession planning
- Business intelligence
- CIO advisory/IT strategic planning
- Strategic advisory services, organizational performance
- Building a cohesive culture
- Investor communications
- CFO advisory
- Audit and accounting
- Market value assessment
- Mergers or acquisitions consulting
- Succession planning
Your vision, strategy and business operations are implemented, and you’ve succeeded at what you set out to do. Now you need to think about your next destination. It may be a new growth strategy or it may be a new challenge.
Here’s how we can help:
- Exit strategies
- Personal financial planning
- Business valuation
- Merger and acquisition strategies
- Succession planning
- Transition strategies
- Talent management
- Change management
Featured Thought Leader
Paul T. Lally
Leveraging more than 30 years of experience, Paul helps wealth and asset management firms navigate the growth and long-term success of their business. Paul has extensive knowledge of industry trends, the transformations going on within various companies and the realities of operating a privately-owned financial services firm in today’s market.
Anna Kooi, CPA
Anna Kooi is a partner and leads Wipfli’s financial services practice. She has more than 20 years of experience in serving a variety of public and private clients in the financial services industry. Anna has advised clients ranging from startups to Fortune 50, bringing deep industry knowledge to the clients she services.
Robert H. Zondag, CTP
Robert H. Zondag brings leadership experience as an entrepreneur and executive in financial services. His clients have included financial institutions, technology companies, healthcare organizations and government entities. Robert is passionate about bringing clarity to his clients when they face complex business issues and regulatory matters.
Zak Dabbas
Zak Dabbas brings over 15 years of experience with digital innovation and custom software delivery to Wipfli digital. Prior to joining Wipfli as a partner, he founded Punchkick Interactive, an award-winning agency focused on digital solutions for the world's brightest brands including Microsoft, Nike and Marriott International. A bona fide veteran of the mobile space, Zak played a key role in the launch of mobile initiatives for global brands as well as midmarket clients looking to make a major impact in their industries.
Paul Leroue
Paul Leroue is a principal and the past chief executive officer (CEO) of Stratagem. He is an experienced leader with a proven record of success in leading organizations and teams to increased revenue, strong bottom-line results, renewed brand velocity and outstanding overall performance. Paul has extensive experience in leadership development, business development, strategic planning, change management and classical brand marketing and brings those skills to both the firm and our clients.
Ronald S. Niemaszyk
With over 25 years of experience, Ron Niemaszyk serves as an engagement principal to many of the firm’s flagship investment partnership and broker-dealer clients. In this role, he is responsible for supporting the delivery of audit and tax services as well as ensuring that clients’ goals and objectives are met.
