Experience Accredited: A 360°View of

Accredited Investors Wealth Management

Ross Levin and Wil Heupel founded Accredited Investors Wealth Management® over 35 years ago with a desire to engage in meaningful conversations with clients about integrating their money and values. What started as a small partnership has grown into a thriving firm with 60 team members serving almost 600 client families, with approximately $3.7 billion in assets under management as of 12/31/2024.

As a fully independent firm, Accredited has a diverse group of professionals providing expertise in the field of estate planning, taxes, philanthropy, social security, financing, insurance, alternative investments, and more.

During this day together, the firm’s leadership will offer a playbook of actionable ideas and items to improve your business practices. They will share everything from their talent sourcing and hiring practices, to tips on how to attract new clients, what to deliver to them, and firm strategic direction and sustainability planning.

Attendees will have an opportunity to ask questions of leaders throughout Accredited’s organization – from operations, to wealth managers, to Accredited’s investment group. The day is intended to provide an open overview of all aspects of the organization.

Tentative Agenda

Hosts & Presenters