As we look back on 2025, we’re incredibly grateful for a year filled with growth, connection, and a whole lot of fun. From welcoming new clients to continuing relationships with those who’ve been with us for years, your trust and support mean everything to us. We have loved the memories we made, the moments we celebrated, and most of all, our incredible team. We can’t wait to see what next year brings! … [Read more...]
2025 WDS Olympics
Our team had a blast at our annual WDS Olympics, where the WDS team went head to head in a series of fun & competitive games. There was plenty of laughter, teamwork, & a little friendly rivalry, which made for a great day! Big congratulations to our medalists: Jeremy Argue took home gold. Kelly Nelson claimed silver, and Lucas Marty rounded out the podium with bronze! … [Read more...]
John Augustin & Associates, LLC Joins WDS
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...]
2024 Year In Review
From pivotal successes to invaluable lessons learned, this video encapsulates the essence of our organization's growth and progress over the past year. Join us as we reflect on the significant strides made, the challenges overcome, and the strategic initiatives that have propelled us forward on our path to excellence. … [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...]
