Team Hewins - Redwood City, California

David V.

I first began to work with Team Hewins over two years ago, immediately after my divorce. From the outset, Team Hewins has been outstanding in every respect. Their knowledge of financial services is complete, timely, and proactive.

Communication with Team Hewins is thorough and always delivered with great clarity and patience. Follow-up is an area of communication that can often suffer. Team Hewins is exemplary—the execution of financial transactions is always best in class.

I can not recommend Team Hewins more highly in every aspect of their work.

Moreover, I greatly value the "extra mile" Team Hewins regularly goes when guiding my professional service needs. They have proven themselves an extraordinary resource in matters of real estate and law (estate planning, family law, etc.).

Team Hewins has been resourceful, proactive, and timely. I could not have asked for a better partner to help me navigate life post-divorce.

Ruseli O.

After a divorce, I was now responsible for managing my money without any prior experience. Team Hewins has done an amazing job with giving me the knowledge and confidence. I trust that they will provide the best advice. I totally trust them and my portfolio has actually done very well.

Stephanie S.

We have been Team Hewins clients for a decade, first with Hewins and the last number of years with Team Hewins. The service we’ve received has been top flight - excellent, detailed financial advice; prudent management of our investments; detailed reporting; and rapid responses to questions and requests. We have referred family and friends to Team Hewins, because of the high quality of their advice and service.

Bob A.

The Hewins team has done a phenomenal job of helping us achieve our long term goals and retirement objectives. They help us run different scenarios to understand the impact of any financial decisions we are contemplating. We are extremely pleased with their professionalism and ability to help us grow our money and ensure financial comfort.

Kirsten H.

As a Fortune 500 executive, I have dealt with many of the large investment firms over the past 30+ years. I needed an advisory firm that would help me plan for the future which includes sophisticated modeling of various different scenarios. However, I was surprised to learn that none of the large firms could deliver this. Team Hewins delivers the modeling I need to make informed decisions about my investment strategies and roadmap. In addition, they also provide an additional layer of security against the constantly evolving threat of identity theft and fraud. To top it all off, they are the most down to earth folks who can make complex investment theories easy to understand for my aging mother who also uses their services. Hewins provides the best of both worlds - the feel of a boutique advisory firm with the security and backing of Charles Schwab where the investments reside. This is exactly what I needed and I could not be happier with my team.

Jennine C.

The Hewins team has always been proactive on strategy, quick to respond, and swift on execution. The most important thing alongside with returns is trust when it comes to selecting the right financial advisor and the Hewins team has always gone above and beyond and have steadily earned that trust as they have consistently been there with my best interests in mind over time.

Dorian C.

We have benefitted from the services of Team Hewins for over 20 years. It has been a consistently superb experience working with knowledgeable and caring people. The quality of personal attention and prompt responsiveness is at the highest level. Bravo Team Hewins!

Kei C.

Team Hewins has been an incredible team of people to work with. They are always available to answer questions when I have them and are proactive about checking in on me. It's very reassuring to know I have them looking out for my best interests.