Harbour Awards Our WDS Advisor Team recently attended the annual Harbour Investments Conference, where we had a valuable opportunity to network with fellow advisors from across the industry. We are proud to share that several of our advisors were honored with awards for their outstanding achievements: Luke Kraft (Silver Award - Top 40% of Advisors*) Chris Peck (Gold Award - Top 20% of Advisors*) Lucas Marty (Gold Award - Top 20% of Advisors*) Kyle French (Platinum … [Read more...]
WDS Bulletin: September 25th, 2024
Golfing for a Cause This summer, the WDS team hit the greens to showcase their golf skills while giving back to the community. In June, they participated in the Gio's Garden Golf Classic, raising funds for a local non-profit that offers therapeutic respite care for children ages 0-6 with disabilities. Then, in August, WDS took part in the Monticello Booster Club Golf Outing, where they contributed $800 to support the town’s athletics and extracurricular programs. … [Read more...]
WDS Bulletin: May 20th, 2024
2024 December Next Generation 201 Webinar (Virtual)
Date: Wednesday, December 11th, 2024 Time: 6:00 PM Location: Virtual via Zoom Join us for our Next Generation 201 Webinar hosted once by WDS Senior Partner & Financial Advisor - Luke Kraft CFP®, AIF®, CAIA! The upcoming event will center around a new school of investing, which aims to encourage the younger generation to plan for their future. The event is aimed at individuals aged 16 and above who are starting to think about their financial future. If you know anyone who might benefit … [Read more...]
2024 November Supply Drive
Date: All Month Long, November 2024 Location: All WDS Locations Join us for our Supply Drive benefitting Specialty Care Free Clinic (Verona) and Waukesha Free Clinic (Brookfield)! Help support both free clinics by donating new office supplies at either of our WDS locations. Generosity keeps our communities thriving, donate with us in November! Donations may be mailed directly to either of our locations if you'd like to donate yet do not live in the area. SPECIALTY CARE FREE CLINIC … [Read more...]
2024 October Pumpkin Carving & Decorating Contest
Thank you to everyone who participated in our Annual Pumpkin Carving & Decorating Contest! We loved seeing families brought together and creativity in each submission. This year’s entries were truly impressive, showcasing both skill and imagination! Here are the results of this year’s Pumpkin Carving & Decorating Contest: Congratulations to all our winners & honorable mentions! Each of you has won a prize - we will be in contact with you to coordinate the delivery of your … [Read more...]
2024 September Circadian Rhythm Webinar (Virtual)
Watch our Circadian Rhythm Webinar hosted by Vanessa A. Leone, Ph.D.! Learn how microorganisms and our circadian rhythms influence our gut shape and metabolic health. Recap Version: Full Version: … [Read more...]
2024 August Tax Planning Webinar (Virtual)
Watch our Tax Planning Webinar hosted by Luke Wendt of WDS Tax! By watching this presentation, you can gain a better understanding of current tax law & penalty avoidance, tax savings through deductions & credits, and scheduled tax changes for 2026. Recap Version: Full Version: … [Read more...]
2024 May Medicare Webinar (Virtual)
Watch our Medicare Webinar hosted by Ben Rothering of WDS Health. Medicare can be confusing and overwhelming. Ben is committed to helping his clients find the Medicare plan that best suits their medical and financial needs. By watching this presentation, you can gain a better understanding of Medicare A, B, C, and D, Medicare Enrollment Periods, When and How to Enroll in Medicare, Coverage Options, and More! Recap Version: Full Version: Resources: … [Read more...]
2024 Trivia Night for Charity
Did you miss our Trivia Night for Charity event? We had an absolutely incredible turnout and an unforgettable night, all in support of Gilda's Club Madison. Thanks to your generosity and enthusiasm, we were able to raise an amazing amount of $58,111.22 (including a WDS match of $15,000)! These funds will contribute to Gilda’s Club Madison's mission to uplift and strengthen those impacted by cancer by providing support, fostering compassionate communities, and breaking down barriers to care. … [Read more...]
