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 organize and optimize all aspects of wealth. As part of WDS, all clients have access to our many resources including more investment opportunities, new technologies, a pre-Medicare Specialist, a Medicare Specialist, a Tax Advisor, and client education events WDS has recently expanded to office space located at 17975 W. Sarah Lane in Brookfield, WI. Chris and Patty have moved in and seeing clients in the newly renovated location.
Our mission at WDS is to help our clients achieve their financial, family, health, social, and charitable aspirations one conversation at a time. We encourage you to check out our website at wdstrategies.com for more information about us, our team, and the resources available to you.
There is much to be excited about, and we have no doubt you will be pleased with the result of this partnership. The growing team of advisors and staff at WDS is excited to work alongside Chris and his clients. Peck Financial Group 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 follow us on our website,
Facebook, or LinkedIn for future news and updates.
