In 1999, new governing rules allowed CPA firms to begin Wealth Management. Chairman Emeritus Harvey Wershbale and Partner Stan Majkrzak enlisted the help of a trusted colleague, Ted Rudolph, to seek experienced candidates. They soon brought Steve Rudolph on board to run HW Financial Advisors. Additionally, Craig Petti became a partner. Turns out this was a great decision! We invite you to read the Cleveland Jewish News article as we celebrate our 20th Anniversary.