Announcement! We are excited to announce that Peck Financial Group has joined Wealth Distribution Strategies, LLC (WDS) effective September 1st, 2023. Both companies share similar philosophies and goals. Chris and Patty Peck will continue to give their clients the attention and service they have become accustomed to over the years. Chris, his team, and his clients will also have access to more services and resources as a result of joining WDS. At WDS we build a team around every client … [Read more...]
WDS hosted our sixth annual Trivia Night for Charity benefiting DAIS, Domestic Abuse Intervention Services. DAIS offers an array of crisis intervention and community education/prevention programs, including a 24-hour Help Line, programming for children, legal advocacy, support groups, and emergency safety planning. DAIS is the only domestic violence shelter in all of Dane County. The event took place on Friday, April 28th at a new location, DoubleTree by Hilton Madison East, 4402 E. … [Read more...]
Announcement! As of April 1st, 2023, we are excited to announce that Bob Koebele has entrusted Wealth Distribution Strategies, LLC (WDS) to serve his clients’ investment and financial planning needs as he transitions into retirement. At WDS we build a team around every client situation to help organize and optimize all aspects of wealth. As part of WDS, all clients have access to our many resources including, but not limited to, more investment opportunities, new technologies, … [Read more...]
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 not attend, below is the link to the recording. WDS Tax Planning Event with Luke Wendt If you would like to set up a tax meeting with Luke, please get in touch with him at lwendt@wdstrategies.com or 608.848.2389 ext. 301 … [Read more...]
Together we raised $38,163.00 to benefit Dane County Humane Society! Back Row (L to R): Matthew Smith, Tom Brien, Alan Winsand, Lukas Kolasch, Jeremy Argue, Shane Roth, Luke Wendt, Lucas Marty, Jacob Marty. Front Row (L to R) Jessica Koch, Jeffrey Lamb, Becky Weyer, Kay Freitag In 2021, we had to make the difficult decision to delay our Trivia Night for Charity event again! Our first BINGO event was so much fun that we decided to host another event on October 8, which raised … [Read more...]
Congratulations to our contest winners! Individual Winners First Place Carl Ramquist 2 tickets to a 22-23 Badger Men's Basketball Game Second Place Dan Collman $50 Gift Card to Famous Dave's Restaurant Third Place Emily Comstock $25 Gift Card to Colectivo Coffee Team Winners First Place Riggs 4 tickets to a 22-23 Badger Men's Basketball Game Second Place Boerke Family $100 Gift Card to Famous Dave's Restaurant Third Place **No Entry... this could have been you*** $50 Gift … [Read more...]
Join us for our 4th Annual Charity Event! We are excited to host our second virtual BINGO even that will benefit Dane County Humane Society!The event will take place Friday, October 8th beginning at 6:30 p.m. We will play four rounds of BINGO (giving each player roughly a 1-in-5 chance to win)! BINGO cards are available for purchase at our temporary Wealth Distribution Strategies office. If you need your BINGO cards mailed to you, please contact us by Thursday, September 30th with your request. … [Read more...]
Third Annual Charity Event was an absolute success! From left to right: Alan Winsand, Desiree Alexander, Lucas Marty, Ashley Seffens, Jeremy Argue, Jeffrey Lamb, Kelly Nelson, Tom Brien. Together we were able to raise $37,043.00 to benefit Second Harvest Foodbank of Southern Wisconsin! The year 2020 has arguably been one of the most unpredictable and challenging years for many of us. When the COVID-19 pandemic cases continued to rise to unsafe mass gathering conditions, WDS knew we were … [Read more...]
Second Annual Charity event was another great success! From left to right: Kelly Nelson, Al Winsand, Kevin Huddleston (RMHC), Jeffrey Lamb, Desiree Marty, Lucas Marty, Ashley Seffens, Tom Brien. As we counted the final results from client donations over the past few weeks, we couldn’t feel any more fortunate to work with each of our clients. Your generous donations ensured our event results to be a great success raising $5,000 more than last year’s event! Together, we raised $26,407.00 … [Read more...]
First Annual Charity event to benefit the American Family Children's Hospital was a Success! Left to right: Desiree Marty, Lori Schultz, Al Winsand, and Jeffrey Lamb. We all have anticipated the Trivia Night since the beginning of the year and are very pleased to inform you the event was an overall success! Together, we raised $20,814.00 to benefit the American Family Children’s Hospital (AFCH)! By the end of the night, we gave out over 75 prizes with a combined value of over $5,500! Our … [Read more...]
