Meeting with an advisor at Wealth Distribution Strategies, LLC is all about you, our client. It is about developing a financial strategy that will assist you in meeting your goals. Whether you are just starting out and wanting to save for a new home or child’s education;
Taking a Step Towards
FINANCIAL INDEPENDENCE
Tailored Advice for
YOUR RETIREMENT
Understanding
WHAT'S IMPORTANT
FINANCIAL STRATEGIES
For Your Changing Needs
Independent Advice
As independent financial advisors, we have access to a vast menu of investment products and solutions from a wide variety of companies to assist us in customizing an investment strategy designed to meet your unique long-term financial needs.
Events & Education
We provide several educational opportunities to further your knowledge on items related to your financial situation. Topics may include market outlook and planning for Medicare, taxes, and wills & trusts. Visit our events page for more details.
Who We Are
Wealth Distribution Strategies, LLC began its journey in the fall of 2007 when Al Winsand formed the company. At that time, Al began teaching the Retirement Planning Today course offered through the UW-Extension. As a part of Al’s business continuation plan, Jeff Lamb joined him in February of 2012.
How We Work
Meeting with an advisor at Wealth Distribution Strategies, LLC is all about you, our client. It is about developing a financial strategy that will assist you in meeting your goals. Whether you are just starting out and … Read More
Giving Back To Your Community
Join Wealth Distribution Strategies for our second annual charity event. This year we will be raising funds to benefit the Ronald McDonald House Charities of Madison. This event will take place on Friday, April 26th. Doors will open at 5:30 p.m, festivities beginning at 6:15 p.m. and the event will end around 10:00 p.m. To […]
Upcoming Education Event
Join Wealth Distribution Strategies for an educational event on “2019 Global Market Outlook” featuring Garret Siperko, Vice President Regional Investment Consultant with T.Rowe Price. The event will be held on Wednesday, April 3rd at 6:00 p.m. To learn more about this events topics and location please, click here. Contact Ashley or Desiree if you would […]
Fun facts: Week of March 18th
A LOTS OF SENIORS By the year 2050, approximately a generation from today, 330 million Chinese will be over the age of 65. By comparison, there are 328 million Americans alive today. (Source: Census Bureau) EVERY DAY An estimated 10,400 Americans will turn 65 years old each day this year (2019). This group represents the 9th […]
CALL: (608) 848-2389
Wealth Distribution Strategies, LLC
110 Enterprise Drive, Ste. 103
P.O. Box 930338
Verona, WI 53593-0338
