Team Hewins - Redwood City, California

Lisa H.

My husband and I have had the pleasure of working closely with TeamHewins for nearly 10 years and are highly satisfied with the experience. They’ve been tireless in their efforts to support our financial well-being and they have provided exceptional guidance and partnership in tax planning, retirement planning, estate planning, and more. One particular area that stands out has been their scenario planning which has helped us make informed decisions about retirement, budgeting, and long-term care to name a few.
TeamHewins consistently offers clear, insightful advice tailored to our financial well-being. We recommend them to anyone seeking dependable, trustworthy, and expert financial guidance because we have valued and benefited from their expertise and unwavering dedication.

Jacob O.

While reviewing my finances, I was pleased to see the steady growth of my net worth. The support from Team Hewins has been invaluable. While I know they are simply doing their job, I truly appreciate the partnership we've built. I want to take a moment to extend my heartfelt gratitude for their guidance and support throughout this journey.

Heather M.

I have been a client for the past 8 years and am very pleased with my portfolio performance as well as all my interactions with Team Hewins. I always have received quick responses when I have questions or need to schedule a meeting. A very professional organization with outstanding staff.

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.

Nithya J.

Team Hewins has been a great support in helping me plan toward the financial security and success for my family. The staff are responsive, professional, approachable, and knowledgeable. I recommend partnering with them to plan for a financial secure and confident future.

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.

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.

Linda B.

I have been pleased with the great service provided to me for the past ten years by Team Hewins. They have been very proactive in following up with all items necessary to not only preserve and protect my investments and to maximize their return but have helped me with my personal concerns as to family and wealth distribution as well. They are caring and compassionate partners with me as I plan my future.