To all WDS and Koebele Wealth Solutions Clients –
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 Specialists, and client education events.
Our team has begun the lengthy process of transitioning Bob’s clients to the talented advisors at WDS. During the transition Bob will be working closely with Luke Kraft, CFP®, CAIA, a Financial Advisor and Senior Partner at WDS, as well as Lisa Mumper, MBA, AIF® and Financial Advisor to introduce, establish rapport, and direct the work regarding your financial plans. Both Luke and Lisa are extremely qualified to advise you, each having over 15 years of industry experience.
At WDS, our mission is to help our clients achieve their financial, family, health, social, and charitable aspirations one conversation at a time. We encourage our new clients to check out our website at wdstrategies.com for more information about us, our team, and the resources available to you.
Bob’s website will soon redirect you to the WDS website, which will allow you access to helpful tools and contact information for our team. His office location will remain the same as we work to secure a new location locally so that we may continue to serve his clients in the Milwaukee area. This brings us to another announcement and the biggest change for current WDS clients – a second location coming later this year!
There is much to be excited about, and we have no doubt you will be pleased with the result of all our upcoming changes. Koebele Wealth Solutions and Wealth Distribution Strategies, LLC are firms with similar values that will continue to be a great asset to you for many years to come. You can also follow us on our website, Facebook, or LinkedIn for future news and updates.
