The WWK Story
Philip Wetzel, Lorna Kuether-Alvey and Roger Whitney established WWK in 2003 based on the belief that competent advisors, free from the product driven sales culture of major financial firms best serve clients. Clients deserve an advocate and trusted advisor in financial matters, something that was clear to them that could not be provided in the traditional Wall Street model. Their diverse backgrounds in investment management and planning (Roger), business management (Philip), and process management (Lorna) allowed them to create a highly efficient organization focused on providing sound business-like counsel to private clients.
This client-centered approach has allowed WWK to attract a diverse group of competent and caring advisors with experience in:
Owning and operating businesses
Real estate management
Real estate investment
Qualified Plan consulting
Each advisor draws on the collective expertise of the firm to work to best serve each client.
The WWK family