Three Generations Securing Financial Futures
A family-led firm built on one core principle: Clients First. For three generations, we’ve supported individuals and organizations in building long-term financial stability through thoughtful planning and guidance.
Services
Clients First
Individuals & Families
We help families and individuals pursue their financial goals with tailored strategies for retirement, college funding, 401(k) distributions, and special needs planning.
Businesses
We help organizations design and manage retirement plans that serve as powerful recruitment and retention tools—offering tailored plan options, professional support, and executive benefits like nonqualified deferred compensation.
Non-Profits
We help mission-driven organizations manage reserve assets and endowment funds through customized portfolios, disciplined oversight, and strategic guidance.
Generational Insight. Measurable Impact.
Our approach is grounded in independence, integrity, and a deep commitment to doing what’s right for our clients. For generations, families and businesses have relied on us to provide objective guidance, thoughtful research, and a personalized experience.
Individuals
Organizations
Funds Managed
As of September 30th, 2025
Who We Are
WWK Investments is a three-generation, family-owned firm rooted in a tradition that began in 1967 with Tom Welch. Today, his sons Daniel and Jason Welch, along with third-generation advisor Ryan Welch, lead the team in Northville, Michigan. What started in Dearborn has grown into a nationally recognized firm serving clients across the U.S. and Canada. With five advisors and a strong support staff, we bring deep experience and a client-first approach to every relationship.
Our History
