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...]
Peck Financial Group Joins WDS
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 situation to help … [Read more...]
Koebele Wealth Joins WDS
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, a Tax Advisor, Health Insurance … [Read more...]
