Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

WWK Investments, Inc

Mission statement:

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.

Overview:

Collectively, the two affiliated firms, WWK Investments and WWK Advisors, currently manage over $250 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.

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.

Member: FINRA, SIPC

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.