Cybersecurity Awareness Ileana van der Linde, Executive Director, Cyber Advisory®, ChFC® from J.P. Morgan Asset & Wealth Management, discussed 10 key cyber safety Tips: Create separate email … Read More
Cybersecurity Awareness
August 2022 Client Event
Tax Planning Luke Wendt, our Tax Advisor, discussed: What a tax advisor does The tax changes in 2022 Taxes on Social Security and Medicare Roth Conversion Deductions If you could … Read More
Sustainable Farming Benefits Recording
Thank you to all that attended our July Client Event. If you could not attend, below is the link to the recording. Sustainable Farming Benefits … Read More
Who We Are
Mission Statement: Our mission is to help our clients achieve their financial, family, health, charitable, and social aspirations one conversation at a time. Wealth Distribution Strategies, LLC began its journey in the fall of 2007. Al Winsand started Wealth Distribution Strategies, LLC in … Read More
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
Our Process
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 Read More
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. Read More
CALL: (608) 848-2389
Wealth Distribution Strategies, LLC
110 Enterprise Drive, Ste. 103
P.O. Box 930338
Verona, WI 53593-0338
