Become a Client

Collectively, the two affiliated firms, WWK Investments and WWK Advisors, currently manage over $425 million* for more than 700 households and 40 corporations, specializing in developing and maintaining retirement and college planning. We realize that your time is valuable. Many firms spend the first meeting gathering information. Often times, questions go unanswered because information is not readily available. A second meeting is almost certainly required to review the findings and provide recommendations. By completing our questionnaire, we are able to spend ample time to conduct research and analysis prior to meeting, avoiding gaps in planning and follow-up meetings. There is no cost or obligation for this evaluation service. As always, all information is strictly confidential.

* As of December 31, 2016

New Client Questionnaire (click here)

You can fax the completed questionnaire along with your most recent statements to (248) 449-8388 or mail it to 126 North Center Street, Northville, Michigan 48167.