WTK Associates, Inc.

   Serving the Financial Community Since 1989


About WTK Associates

WTK Associates, located in Rockport, Massachusetts, is a management consulting firm specializing in strategic, organizational, and management issues.  The focus of the firm is to provide objective analysis and advice for strategic positioning and profitability.  WTK’s client base includes banks, credit unions, non-profit organizations, colleges, and privately held businesses.  Selected services provided to clients involve strategic planning, market analysis, executive search, organizational analysis, and Board development.​

​The principal of WTK Associates, Inc., William T. Kozak, Jr. has earned the designation of Certified Management Consultant (“CMC”) from the Institute of Management Consultants.  This designation is accredited to professionals who have exhibited the experience, client satisfaction and highest of ethical standards as required by the IMC.

​The client list of WTK Associates, Inc. includes more than 200 businesses, non-profit organizations, and financial institutions.  Most clients are New England based.  The voluminous listing of bank and credit union references will be provided separately.  Examples of non-profit organizations include:  Spar and Spindle Girl Scouts Council, MSPCA-Angell, North Shore United Way, New England Water Resource Association, Massachusetts Bankers Association, CUNA of Massachusetts, and Salem State College.

WTK Associates, Inc.

159R Granite Street, Rockport, MA  01966
Telephone: 978-546-7999          email: consult@wtkassociates.net