Business Details
50+ Years
experience
Your Trusted Partner for Financial Planning Solutions
At WWK & Investments, our guiding principle is simple: Clients First. We are committed to putting investors at the center of everything we do. Our approach begins with a deep understanding of each client's goals and financial needs. From there, we develop a personalized plan of action and work closely with our clients to implement it effectively. Throughout every step of the journey, we prioritize education and transparency, keeping our clients informed, empowered, and confident in their financial future. Founded on a long lineage of independent, family-owned financial businesses, we carry forward a tradition that began in 1967 with Tom Welch. Today, his sons Daniel and Jason Welch, along with third-generation advisor Ryan Welch, lead the team in Northville, Michigan. Our firm has grown into a nationally recognized practice serving clients across the U.S. and Canada.With five advisors and a strong support staff, we bring deep experience and a client-first approach to every relationship. We maintain a completely independent view, prioritizing our clients' best interests above all else. Our commitment to integrity remains the foundation of our work and our greatest asset. We specialize in developing and maintaining retirement, financial, and estate planning strategies for corporations and high-net-worth individuals, managing over $850 million in assets for more than 900 individual clients and 30 organizations.
Services
Retirement Planning
College Funding
401(k) Distributions
Special Needs Planning
Corporate Retirement Plans
Non-Profit Asset Management
Details
- Year established: 1967
Highlights and features
- Three generations of financial advisory experience since 1967
- Personalized retirement and estate planning strategies for high-net-worth clients
- Fiduciary responsibility prioritizing client interests above all else
- Specialized corporate retirement plan design for small businesses to large corporations
- Proven track record managing $850 million+ in client assets
Associations and certifications
- LPL Financial
- FINRA
- SIPC
Services
Retirement Planning
We develop customized retirement strategies tailored to individual financial goals and risk tolerance. Our comprehensive approach considers tax implications, investment growth, and income sustainability throughout retirement. With expertise in 401(k) distributions and estate planning, we help clients build long-term financial security while maintaining fiduciary responsibility.
Corporate Retirement Plans
We design and manage retirement plans that serve as strategic recruitment and retention tools for organizations. Our services include plan selection, professional support, and executive benefits like nonqualified deferred compensation. We specialize in creating tailored solutions for small businesses, school districts, and multi-location corporations across various industries.
Special Needs Planning
Our specialized planning ensures financial security for individuals with disabilities while maintaining government benefit eligibility. We create customized strategies that address lifetime care needs, asset protection, and guardianship considerations. This service combines legal, financial, and estate planning expertise to provide comprehensive support for special needs families.
Non-Profit Asset Management
We help mission-driven organizations manage reserve assets and endowment funds through customized portfolios. Our disciplined oversight includes strategic investment planning, risk management, and compliance reporting. We provide tailored financial solutions that align with each organization's long-term objectives while maintaining transparent communication with stakeholders.
College Funding Strategies
We create customized education funding plans that optimize financial aid eligibility and tax advantages. Our approach considers 529 plans, custodial accounts, and alternative savings vehicles to meet educational goals. We help families balance college savings with retirement planning priorities while providing ongoing portfolio management throughout the funding period.
People
Daniel Welch
President
Third-generation financial advisor with over 25 years of experience in retirement planning and corporate pension design. Leads strategic direction while maintaining hands-on client relationships. Holds FINRA Series 7 and 66 licenses.
Jason Welch
Vice President
Specializes in institutional investment strategies and non-profit asset management. Brings 20+ years of experience in portfolio construction and risk management. Oversees compliance and operational infrastructure for corporate clients.
Ryan Welch
Financial Advisor
Third-generation advisor focusing on intergenerational wealth transfer and special needs planning. Combines modern financial technology with traditional values. Certified in advanced retirement strategies and estate planning techniques.
Mary Dickmann
Director of Operations
Manages day-to-day operations and client service protocols. With 15 years in financial services, she ensures regulatory compliance and coordinates advisor support systems. Serves as primary liaison for institutional clients.
Questions
What financial planning services do you offer?
We provide retirement planning, college funding, 401(k) distribution strategies, special needs planning, corporate retirement plans, and non-profit asset management tailored to individual and organizational needs.
How are you different from other financial advisors?
As a three-generation family firm, we combine decades of experience with personalized service. Our independence allows us to prioritize client interests without product sales requirements or corporate mandates.
Do you work with non-profit organizations?
Yes, we specialize in managing endowment funds and reserve assets for mission-driven organizations through customized portfolios and strategic financial guidance since 1997.
How can I access my investment accounts?
Clients access accounts through our secure portals: WWK Account Login for individual investors, Fiduciary Login for plan sponsors, and Capital Group Login for institutional clients.
When was WWK Investments founded?
Our firm's tradition began in 1967 with Tom Welch's entry into the brokerage business, with the current WWK Investments entity established in 1997 by Daniel and Jason Welch.
