Team Hewins

Team Hewins is a Wealth Management firm in Leisure City, FL, located at 20200 W Dixie Hwy Ste 1009. The firm operates as a fee-only fiduciary practice, meaning its compensation comes directly from clients rather than financial product companies, ensuring recommendations are based solely on what is best for the client. The team specializes in holistic financial planning, offering services that include retirement planning, risk management, legacy planning, and tax strategies. They serve clients facing major life transitions, such as equity payouts, partnership promotions, or planning for the long-term needs of children and aging parents. The firm coordinates with a client’s existing circle of professionals, including tax professionals, attorneys, and insurance specialists, to provide integrated advice without requiring the client to manage multiple relationships. Team Hewins holds a rating of 5.00 based on customer reviews. The firm employs 12 CERTIFIED FINANCIAL PLANNER® professionals who work together to consolidate complex financial situations into a singular, strategic view. This approach is designed for individuals managing RSUs, tax brackets, and scattered accounts, helping them determine if their financial trajectory is sustainable. The advisors translate complicated financial concepts into clear choices, providing decisive pros and cons to help clients feel confident in their moves. The team responds to questions within 24 hours and offers a complimentary first meeting to discuss how they can assist with big decisions. The firm includes specialists in divorce financial analysis, tax planning, and estate planning. When specialized guidance is needed, they can match clients with the right advisor from their network or introduce them to vetted, trusted partners. The firm handles the back-and-forth between professionals so clients can focus on the big picture. The advisory team includes Roger Hewins, Principal and Founding Member of the Advisory Team and Investment Committee; John Bussel, Principal, Chief Investment Officer, and member of the Advisory Team and Investment Committee; Patrice Cresci, CFP®, Principal and Senior Financial Advisor on the Advisory Team; and Thuong Thien, CFP®, Principal. Clients have praised the firm for providing personalized service and feeling taken care of over long periods, with one client noting over 10 years of consistent support. The positive rating from the customers who have reviewed it reflects this satisfaction with the firm’s coordinated and client-focused approach. Team Hewins combines its fee-only fiduciary structure and coordinated planning model to provide clear, organized financial guidance for residents of Leisure City, FL.