WWK Investments

Introduction

Mission Statement: "Investors First"

Above all else, we commit ourselves to putting investors first by helping our clients work towards achieving their financial goals and objectives, by providing the best possible money management services and continually monitoring our clients’ investments.

History

The principals of the firm, Daniel and Jason Welch, follow a long lineage of in independently, family-owned, financial businesses. Their father, Tom Welch, started in the brokerage business in 1967 and operated his own firm from 1974-1996. In 1997, Daniel Welch, Jason Welch, and Amy (Welch) Kelley began WWK Investments, Inc. and in 2010 they opened WWK Advisors, LLC, a Registered Investment Advisor. Tom continues to be a consultant on a regular basis. Collectively, Daniel and Jason have more than 37 years of investment industry experience.

Our Clients

Collectively, the two affiliated firms, WWK Investments and WWK Advisors, currently manage over $425 million for more than 700 individual clients and 40 corporate clients. We specialize in developing and maintaining retirement and college planning for corporations and high net worth individuals. Collectively, we have been managing corporate retirement plans since 1981. Our corporate clients consist of self-employed individuals, small local businesses, non-profit organizations, foundations, school districts, and larger corporations with multiple locations throughout the United States.