Mission Statement: Our mission is to help our clients achieve their financial, family, health, charitable, and social aspirations one conversation at a time.
Wealth Distribution Strategies, LLC began its journey in the fall of 2007.
Al Winsand started Wealth Distribution Strategies, LLC in the fall of 2007. At that time he began teaching the Retirement Planning Today course offered through the UW-Extension. As a part of Al’s business continuation plan, Jeff Lamb joined him in February of 2012. Jeff currently teaches the retirement class with Al and other advisors. The Company has grown and now has a talented team of Financial Advisors, Client Relationship Managers, and support staff.
Independence – Objectivity – Integrity
In a profession based on objective advice, true independence offers many choices intended to benefit you, the client. Choosing an independent financial professional is the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals.
Connecting you to your investments
In an independent model, the financial professional, investment firm, and custodian are all separate entities that work together to process a client’s financial transaction.