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 quality money management services and continually monitoring our clients’ investments.
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. Collectively, Daniel and Jason have more than 50 years of investment industry experience. Although Amy and Tom are no longer registered in the securities industry, or affiliated with WWK Investments and LPL Financial, Tom continues to be an internal business consultant on a regular basis.
WWK Investments manages over a half a billion dollars* for more than 700 individual clients and 30 organizations. We specialize in developing and maintaining retirement and college planning for corporations and high net worth individuals. Together, 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.
* As of December 31, 2020