Check the background of this financial professional on brokercheck.finra.org/

Dallas, Texas skyline at dusk

WK GROUP

A Wealth Management Group Built Around You

Famous Dallas Tower and Red Berries on Tree in Foreground (Spring) - Dallas, Texas, USA

Our Approach

The more we know about you, the better we can serve you. Our investment approach is customized, opportunistic, detailed, and systematic.
The trolley at Klyde Park in uptown Dallas, Texas

Our Mission

Our practice is built on a single mission:

To focus on helping our clients manage their wealth and providing tailored guidance.

family gathered in their backyard on a summer day

WHO WE SERVE

Office buildings reflecting clouds, low angle view

VALUE OF SERVICE

Financial advisor shaking hands with customers

MEETING WITH YOU

A man taking a group photo with his family and friends as a barbecue in a courtyard.

OUR COMMITMENT

Midsection Of Businessman Using Laptop While Holding Mobile Phone On Table In Office

WHAT TO EXPECT

WK Group of Stifel

CONNECT WITH US