Barb I.
7/26/2019
I took the retirement seminar that WDS presents through UW-Extension and was very impressed with the breadth and depth of information. The materials were very helpful as the pace of the class is...
Wealth Distribution Strategies
Closed
(3)
110 Enterprise Dr Ste 103
Verona, WI 53593
Wealth Distribution Strategies, located in Verona, WI, specializes in developing and implementing strategies to minimize the impact of income taxes on investment assets during retirement. Their STAR Process adapts to changing financial landscapes, helping clients achieve their retirement lifestyle goals. The company's dynamic team aims to assist clients in reaching financial, family, health, charitable, and social aspirations through personalized conversations.
Founded in 2006 by Al Winsand, Wealth Distribution Strategies has grown to include a dedicated team focused on providing independent advice to clients. By joining forces with firms like Peck Financial Group and Koebele Wealth, the company continues to expand its reach and uphold its mission of guiding clients towards financial independence.
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Reviews
4.03 reviews
Chuck K.
5/22/2019
We have been nothing but happy with the wise counsel we have received. Very knowledgeable, especially about WRS. Our advisor took all the time needed to answer our questions. My wife is an Econ...
Cheri R.
1/9/2018
Update since Jeff responded. We would have gladly transfered all our funds including the $130,000 we left, but Jeff had placed our funds in accounts that were not liquid, such as REIT, etc. We...
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