Stifel | WK Group

At WK Group, we are committed to providing an exceptional client experience, built on a foundation of trust, transparency, and personalized service. Our team of experienced professionals is dedicated to helping individuals, families, and organizations achieve their financial goals, while navigating the complexities of the global financial markets.

Our Mission

Our mission is simple: to help our clients manage their wealth and provide tailored guidance to help them achieve their financial objectives. We strive to create a high-caliber client experience, by understanding our clients' unique needs, risk tolerance, and financial goals. Our customized investment approach is designed to help our clients achieve their financial aspirations, while providing them with ongoing support and guidance.

Our Team

Our team is led by JR Koeijmans, a seasoned financial professional with over a decade of experience in the industry. JR is a Chartered Retirement Planning Counselor (CRPC) and has been recognized as a Forbes Top Next-Gen Wealth Advisor and Forbes Best-in-State Next-Gen Wealth Advisor. Our team is dedicated to providing exceptional service, and we pride ourselves on our ability to build long-term relationships with our clients.

Our Services

At WK Group, we offer a comprehensive range of services designed to help our clients achieve their financial goals. These services include:

• Investment Management: We offer customized investment management services, designed to help our clients achieve their financial objectives.
• Financial Planning: Our team of financial planners will work with you to create a personalized financial plan, designed to help you achieve your financial goals.
• Wealth Management: We provide a range of wealth management services, including portfolio management, asset allocation, and investment research.
• Tax Planning: Our team of tax professionals will work with you to minimize your tax liability and optimize your financial situation.

Additional Resources

We are committed to staying up-to-date with the latest financial news and trends, and we believe in sharing our insights with our clients. We offer a range of additional resources, including:

• Sight|Lines: A weekly note that provides an in-depth look at the current market conditions, and how they may impact your financial situation.
• Market Pulse: A daily market update that provides an analysis of the current market conditions, and how they may impact your investments.
• Investment Strategy Brief: A monthly market update that provides an in-depth analysis of the current market conditions, and how they may impact your investments.
• Conversations with Michael O'Keeffe: A monthly podcast that features a conversation with Michael O'Keeffe, Stifel's Chief Investment Officer.