WK Group

A Wealth Management Group Built Around You

At WK Group, we truly believe in what we do. We are proud to have started our practice from the ground up, taking nothing for granted. In doing so, we asked ourselves:

What is important to our clients?
How would we want our money invested?
How would we like to be spoken to and treated?

Reflecting on our answers enabled us to develop a client-centric investment approach, allowing us to continually offer a personalized client experience and build lasting relationships.

Each of our team members is passionate about education and improving the future of our world. That is why we believe that you should always understand what is happening with your money and why. Our goal is to maintain a high level of communication with you while delivering the service you expect and deserve.

CONGRATULATIONS TO WK GROUP WEALTH MANAGEMENT TEAM
FOR BEING NAMED TO

Forbes' Best-in-State Wealth Management Teams 2024

Stifel | WK Group from Stifel on Vimeo.

CONGRATULATIONS TO JR KOEIJMANS AND
LANCE WHITWORTH FOR BEING NAMED TO

Forbes' 2022 Top Next-Gen
Wealth Advisors List

Forbes’ Top Next-Gen Wealth Advisors, August 3, 2022, based on the 12-month period ending March 31 of the year in which published. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.

About Us

The WK Group was founded on the principles of a client-centric, transparent, and efficient practice with the goal of helping families and foundations feel comfortable with their finances and pursue their goals. Fast forward to today: Our four-member team works together to create a high-caliber client experience for more than 150 families and endowments.

Meet the Team