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2018 Wealth Distribution Strategies, LLC

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      • Jeffrey J. Lamb, ChFC®, AIF®
      • Alan L. Winsand, CLU®, ChFC®, CLTC®
      • Jeremy A. Argue, ChFC®, AIF®
      • Lucas H. Marty, CFP®, AIF®
      • Kyle W. French, CFP®, AIF®
      • Tom A. Brien, AIF®
      • Matthew M. Smith, CFS®
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2020: Second Harvest Foodbank of Southern Wisconsin

November 10, 2020 by Wealth Distribution Strategies

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 is 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...]

Filed Under: Charity Events

2019: Ronald McDonald House Charities of Madison

June 13, 2019 by Wealth Distribution Strategies

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...]

Filed Under: Charity Events

2018: American Family Children’s Hospital

November 28, 2018 by Wealth Distribution Strategies

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...]

Filed Under: Charity Events

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

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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] to residents of: AR, AZ, CA, CO, DC, FL, IA, IL, KY, MA, MD, MI, MN, MO, NC, NV, NY, OH, OR, SC, TN, TX, VA, WI. [Financial Advisors Websites]