Wealth Distribution Strategies, LLC

My husband and I have been very happy with our service at Wealth Distribution Strategies. Not only do we get great asset management, but also educational classes to build our understanding and connection to other financial service providers to keep us advised and protected.We also really enjoy the annual social activities and fundraisers that they put on to support clients and the community.The staff is great to work with and very accommodating!

Jeff lamb and Lucas Marty are real pros. I'm impressed by the vast knowledge they have, but more impressed with their ability to listen to your goals and understand your needs to design a portfolio that fits your unique situation.

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 fast due to the amount of information being provided. There was no pressure at the class to meet with an advisor but I chose to receive the complimentary review of my situation. I met with Kyle French twice and he did a comprehensive review of my positions and went over the results clearly and without pressuring me to sign up with WDS. I am not currently a client so cannot speak to the investment performance.