On behalf of the firm, I am pleased to present Wipfli’s annual report for fiscal year 2021.
Throughout the year, we continued to execute on initiatives dedicated to enhancing the client experience; deepening our relationships with each other, our clients and our communities; and expanding our associates’ skillsets to provide clients with unique and beneficial solutions.
This dedication to moving forward together has led us to continued growth and an expanded footprint across the U.S. Fiscal Year 21 was an exciting year for the firm, with a commitment to diversity and inclusion, fuller integration with Wipfli Financial Advisors, and a growing team. Our talent is dedicated to taking part in initiatives and trainings to expand their skill sets, and they play a critical part in making Wipfli a leader in the industry.
Together, we are creating the firm of the future: a firm that is diverse and inclusive, innovative and on the leading edge of technology in order to deliver lasting, positive impact to you. We look forward to continuing to partner with you and serving your organization’s needs.
Kurt Gresens, Managing Partner
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