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WK GROUP

A Wealth Management Group Built Around You

 
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.

JR Koeijmans Lance Whitworth 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.

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Our Approach

The more we know about you, the better we can serve you. Our investment approach is customized, opportunistic, detailed, and systematic.
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Our Mission

Our practice is built on a single mission:

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

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WHO WE SERVE

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VALUE OF SERVICE

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MEETING WITH YOU

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OUR COMMITMENT

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WHAT TO EXPECT

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CONNECT WITH US