As we look back on 2025, we’re incredibly grateful for a year filled with growth, connection, and a whole lot of fun. From welcoming new clients to continuing relationships with those who’ve been with us for years, your trust and support mean everything to us. We have loved the memories we made, the moments we celebrated, and most of all, our incredible team. We can’t wait to see what next year brings! … [Read more...]
2025 November Supply Drive
Our Holiday Supply Drive Was a Huge Success, Thanks to You! We’re excited to share that our annual supply drive has officially wrapped up, and it was an incredible success thanks to the generosity of our amazing clients. With your support, we were able to deliver a huge collection of new, unwrapped gifts to benefit children and teens served by the Boys & Girls Club of Dane County and the Boys & Girls Club of Greater Milwaukee. The Boys & Girls Club of Dane County shared that … [Read more...]
2025 Pumpkin Carving & Decorating Contest
🎃Thank You for Participating in Our 2025 Pumpkin Carving & Decorating Contest! A huge thank-you to everyone who joined in on the fun and shared their incredible creativity in this year’s Pumpkin Carving and Decorating Contest! We were blown away by the talent, imagination, and Halloween spirit shown by all of our participants. After much deliberation (and a lot of smiles!), we’re thrilled to announce this year’s winners: Congratulations to all of our winners! Each of you will be … [Read more...]
2025 Social Security Webinar
We’d like to extend our sincere thanks to everyone who attended our recent Social Security Benefits Webinar featuring Elida Elizondo, Public Affairs Specialist with the Social Security Administration. Elida shared valuable insights on retirement benefits eligibility , the effect of early retirement, eligibility for spousal benefits, filing for Medicare, and more. We hope you found the webinar helpful and walked away with a clearer understanding of your Social Security … [Read more...]
2025 August Tax Planning Webinar
Thank you to everyone who attended our 2025 Tax Planning Webinar with Tax Advisor, Luke Wendt of WDS Tax. During this session, Luke provided an in-depth review of recent changes in federal and state tax laws and offered a comprehensive overview of newly enacted legislation. 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...]
2025 WDS Olympics
Our team had a blast at our annual WDS Olympics, where the WDS team went head to head in a series of fun & competitive games. There was plenty of laughter, teamwork, & a little friendly rivalry, which made for a great day! Big congratulations to our medalists: Jeremy Argue took home gold. Kelly Nelson claimed silver, and Lucas Marty rounded out the podium with bronze! … [Read more...]
John Augustin & Associates, LLC Joins WDS
We are excited to announce that John Augustin and Associates, LLC has joined Wealth Distribution Strategies, LLC (WDS). Both companies share the same values and client-first philosophy. And John, and his assistant Brenda, will continue to serve their clients in the manner they have come to trust over the years. At WDS we build a team around every client situation to help organize and optimize all aspects of wealth, offering clients access to a broad range of resources including more … [Read more...]
2024 Year In Review
From pivotal successes to invaluable lessons learned, this video encapsulates the essence of our organization's growth and progress over the past year. Join us as we reflect on the significant strides made, the challenges overcome, and the strategic initiatives that have propelled us forward on our path to excellence. … [Read more...]
2024 February Wills & Trust Webinar (Virtual)
Watch our Wills & Trusts Webinar hosted by Thomas Vercauteren and Robert Hameister of Boardman & Clark LLP. Estate planning can be a complicated process with several misconceptions and one-size-fits-all approaches. This presentation aimed to provide clarity on two of the most widely used estate planning tools - Wills and Trusts. By watching this presentation, you can get a better understanding of these tools and decide which one is the best fit for you. This event has passed, but you … [Read more...]
2024 January Market Outlook Webinar (Virtual)
Watch our 2024 Market Outlook Webinar hosted by Chris Dillon of T. Row Price! Chris Dillon, an investment specialist at T. Rowe Price, shared what T. Rowe Price thought the market would look like in 2024. Chris has been working at the company since 2006 and now holds the position of Vice President at T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. During his tenure at the company, he has worked with various teams such as municipal bonds, emerging market debt, and international … [Read more...]
