Don't miss out on our May Client Event! Join us for a conversation on mental health and wellbeing with Terri Ellizey, CSAC, LPC, CS-IT from MHA-WI Wellness Clinic. This event will be virtual. A link to our private zoom meeting will be sent to RSVPs clients the Monday before the event. If you would like to attend, please sign up with this link: https://forms.office.com/r/1pfc5uGTaC … [Read more...]
NCAA March Madness Contest Winners
Congratulations to our contest winners! Individual Winners First Place Carl Ramquist 2 tickets to a 22-23 Badger Men's Basketball Game Second Place Dan Collman $50 Gift Card to Famous Dave's Restaurant Third Place Emily Comstock $25 Gift Card to Colectivo Coffee Team Winners First Place Riggs 4 tickets to a 22-23 Badger Men's Basketball Game Second Place Boerke Family $100 Gift Card to Famous Dave's Restaurant Third Place **No Entry... this could have been you*** $50 Gift … [Read more...]
Trivia Night Raffle Prizes
Raffle drawings will be done throughout the evening and you do not need to be present to claim your prize. If you cannot attend the event but would like to participate in the raffle, please complete this form link: https://forms.office.com/r/gKxh0ugJdN or contact Jessica at jkoch@wdstrategies.com or 608-848-2389 ext. 221. Raffle Ticket Prices $1 for 1 ticket $5 for 10 tickets $20 for a wingspan of tickets (about 60) Raffle Items: Green Bay Packer Football Echo Dot 3rd Generation … [Read more...]
2022: Dane County Humane Society
Join us at our fourth annual charity event! This year we will be fundraising to benefit Dane County Humane Society! The event will take place on Friday, April 22nd, 2022. At the Marriott Madison West 11313 John Q Hammons Dr., Madison, WI 53562 Feel free to invite your family and friends to join your team or just come have fun at the event! Doors will open at 5:30 p.m. Trivia will begin at 6:15 p.m. and lasts until about 10:00 p.m. Every dollar at this event: raffle tickets, entry fees, … [Read more...]
NEW Education Event
Our first 2022 virtual Education Event is scheduled for Monday, January 24th! To learn more and register online, please visit our Client Educational Events page. We look forward to seeing everyone then! … [Read more...]
Holiday Office Closures
Happy Holidays! In observance of the Christmas and New Year holidays, our office will be closed on Friday, December 24th & Friday, December 31st. We will resume normal business hours on Monday, January 3rd. From everyone here at Wealth Distribution Strategies, we wish you the best for the holiday season and can't wait to see you in the New Year! … [Read more...]
Closed for Holiday!
In observance of Thanksgiving, our office will be closed from 4:00 p.m. on Wednesday, November 24th through Friday, November 26th. We will reopen on Monday, November 29th. On behalf of everyone at Wealth Distribution Strategies, we wish you a Happy Thanksgiving! … [Read more...]
UPDATE: Charity Event 2021
With keeping our client's safety a top priority, WDS has decided to post-pone Trivia Night to Friday, April 22nd, 2022. Instead of Trivia Night we will be hosting a virtual BINGO Night on Friday, October 8th. For more details, please visit our Charity Events page on our website. Click Here! … [Read more...]
Under Construction!
Greetings, our team is growing and so is our need for more space! We are thrilled to announce that our office remodel will begin next week with an expected completion date sometime in the early fall. We will still be available to all clients during this time. Our team will primarily be working remotely, but we will have some of our support staff team at temporary office location. If you need to pick something up or drop something off, you can find us at 5944 Seminole Centre Ct, Suite B, in … [Read more...]
2021: Dane County Humane Society
Join us for our 4th Annual Charity Event! We are excited to host our second virtual BINGO even that will benefit Dane County Humane Society!The event will take place Friday, October 8th beginning at 6:30 p.m. We will play four rounds of BINGO (giving each player roughly a 1-in-5 chance to win)! BINGO cards are available for purchase at our temporary Wealth Distribution Strategies office. If you need your BINGO cards mailed to you, please contact us by Thursday, September 30th with your request. … [Read more...]
2020: Second Harvest Foodbank of Southern Wisconsin
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 has 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...]
COVID-19 Update
In an effort to take additional precautions towards social distancing and to comply with Governor Evers “Safer at Home” initiative, we have locked our office doors effective immediately. If you need to drop something off, please call (608)848-2389 first. After receiving confirmation from us, you may then leave the items in the drop box that we now have outside of our office doors and we will immediately retrieve the items after you leave. If you need to pick something up, please stay in your car … [Read more...]
IMPORTANT UPDATE: COVID-19
Due to the COVID-19 pandemic, and in order to provide the healthiest environment for our clients, staff and community, we have decided to no longer hold in office appointments until further notice. If you have an upcoming meeting with an advisor in our office, you will be contacted with the option of doing a phone meeting or virtual meeting through Zoom. In addition, we have had to cancel and reschedule some of our education events, retirement classes and our Charity event. The Global Market … [Read more...]
2019: Ronald McDonald House Charities of Madison
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...]
2018: American Family Children’s Hospital
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...]
