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.
The WWK Approach
The one constant in life is change. Whether it is the financial markets or personal circumstances, your financial situation and your family’s priorities are in constant flux as reality unfolds.
Asset management and financial counsel are not products at WWK. They are each a dynamic process that evolves as your situation and priorities change. Our approach provides you with a framework for prudent decision making so that you can assure that your financial assets are aligned with the priorities of your family and are adjusted as your priorities change.
We act as your financial advocate, coordinating our counsel with your legal and tax advisors to assure that we systematically address and review the different areas of your financial life.
See their Plan Well Process & full website
