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20th Anniversary Celebration & New Office Open House

We invite you to join us for our 20th Anniversary Celebration & New Office Open House! Stop by, visit our new space, connect with our team, and celebrate this milestone with us. Wealth Distribution Strategies, LLC began its journey in the fall of 2006 when Al Winsand founded the firm with a vision to help individuals and families plan for their financial futures. In February of 2012, Jeff Lamb joined the firm as part of Al’s business continuation plan and now serves as President of … [Read more...]

Filed Under: Client Events, Upcoming Events

2026 Supply Drive

Every November, we come together for our annual supply drive, one of our favorite traditions! Each year, we partner with a different organization to support a new cause and make an impact where it’s needed most. The drive runs all month long, giving everyone plenty of time to participate and give back. *Please stay tuned for further information regarding this year's supply drive! … [Read more...]

Filed Under: Client Events, Upcoming Events

2026 Real Estate Webinar

Spencer will share general real estate knowledge along with practical tips and insights from his experience working through every stage of the buying and selling process, helping you feel more confident when navigating today’s real estate market. … [Read more...]

Filed Under: Client Events, Upcoming Events

2026 Tax Planning

Take part in a helpful session focused on tax updates, smart planning strategies, and practical guidance designed to keep you informed and ready for the upcoming tax season. … [Read more...]

Filed Under: Client Events, Upcoming Events

2026 Medicare 101 Webinar

Medicare comes with many questions and decisions. Ben Rothering from WDS Health, LLC will provide a helpful overview of Medicare basics, explaining eligibility, coverage options, and important considerations to help you better understand your choices and plan with confidence. … [Read more...]

Filed Under: Client Events, Upcoming Events

2026 Trivia Night for Charity

As South Central Wisconsin’s busiest food pantry, The River provides free groceries for pickup or delivery, to-go meals, online grocery orders, mobile meals, and after-hours food lockers. While serving over 4,000 people every week since 2006, they are in constant pursuit of their vision: a fully nourished community.So gather your team, test your knowledge, and join us for a night that makes a difference! … [Read more...]

Filed Under: Blog, Charity Events, Client Events, Upcoming Events

2026 March Basketball Contest

Basketball season is right around the corner! Get in on the fun with our annual March Basketball Contest. All WDS clients are welcome, even your family members, as we put your basketball smarts to the test! … [Read more...]

Filed Under: Client Events, Upcoming Events

2026 Q1 Market Commentary & Updates

The latest 2026 Q1 market updates shared by financial advisor, Kyle French, , CIMA®, CFP®, AIF®. … [Read more...]

Filed Under: Blog, Uncategorized

2026 Cybersecurity Webinar

Our cybersecurity webinar featured Gabriel Ness of Vieth Consulting, LLC, who shared best practices, essential cybersecurity knowledge, and many helpful real-world tips. He provided valuable guidance on protecting personal and financial information, recognizing common threats, and navigating today’s digital world with greater confidence and peace of mind. The recording is now available! You can access both the full-length webinar and the highlights video using the links below: Full … [Read more...]

Filed Under: Client Events, Past Events

2026 Market Outlook Webinar

Dillon Lull from American Funds hosted our Market Outlook Webinar, sharing insights on current market trends and investment strategies for the year ahead. As our first event of 2026, the session provided valuable takeaways to help attendees make confident financial decisions. The recording is now available! You can access both the full-length webinar and the highlights video using the links below: Full Version: Recap Version: … [Read more...]

Filed Under: Client Events, Past Events

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CONTACT US

Fitchburg Office:
5400 King James Way, Ste. 110
WDS Tax & Health, Ste. 120
Fitchburg, WI 53719
(608) 848-2389

Brookfield Office:
17975 W. Sarah Lane, Ste. 180
Brookfield, WI 53045
(262) 442-5989

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Copyright 2018 Wealth Distribution Strategies, LLC • Check the background of this firm on FINRA’s BrokerCheck • Securities and Advisory Services offered through Harbour Investments, Inc. Member [FINRA] / [SIPC] Securities licensed in: AL, AZ, CA, CO, CT, FL, IL, IN, IA, KS, KY, MD, MA, MI, MN, MO, NE, NV, NY, NC, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, DC [Financial Advisors Websites]