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Peck Financial Group Joins WDS

October 3, 2023 by Wealth Distribution Strategies

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...]

Filed Under: Blog

2023: Trivia Night for Charity FBO DAIS

September 18, 2023 by Wealth Distribution Strategies

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...]

Filed Under: Blog, Charity Events

2022 WDS Recap Video

June 9, 2023 by Wealth Distribution Strategies

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Koebele Wealth Solutions Merges with WDS

April 17, 2023 by Wealth Distribution Strategies

  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...]

Filed Under: Blog

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Wealth Distribution Strategies, LLC
110 Enterprise Drive, Ste. 103
P.O. Box 930338
Verona, WI 53593-0338

Wealth Distribution Strategies, LLC
17975 W. Sarah Lane, Ste 180
Brookfield, WI 53045

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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, DC, FL, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI. [Financial Advisors Websites]