Addressing our clients’ personal financial planning needs is one of WK’s greatest areas of strength.


Through ongoing personal consultations, WK advisors help their clients develop a long-term that can help to protect personal wealth and ensure key compliance requirements are met. WK’s services to individuals include: Personal Income Tax Planning and Preparation; Wealth Management; Strategic Planning; and Estate Planning.

Due to the COVID-19 virus, WK is temporarily closed to the public through Friday, April 24, 2020.

Clients may share information with the firm in the following formats:

1.) use of the firm’s client secure, website based portal and LeapFile system for the delivery of electronic documents; and

2.) delivery to the firm using the United States Postal Service or another commercial delivery service.

Click here for a short message from WK Chairman Jeff Echelmeier, CPA

Clients can continue to call both offices during the hours of 8:00 a.m. until 5 p.m., Monday through Friday.

Please call 573-635-6196 (Jefferson City), or 573-442-6171 (Columbia) if you have questions.