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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