Wealth Distribution Strategies

We went to a free retirement class that was taught by Wealth Distribution Strategies (WDS). We had funds with a couple different investment advisors at the time and were hoping to retire within 10 years. After a couple conversations with Jeff, we determined that WDS offered some excellent advice to move us towards retirement. We moved our retirement funds to WDS and have been very satisfied with the investments we've made and the advice we've received. They get a thumbs up from this "soon to retire" couple.
Sue and Dan

The retirement analysis they did for my wife and me was in depth and did an excellent job of finding both the strengths and weaknesses of what we were currently doing. The whole experience was educational rather than just being sales focused. [redacted] is extremely honest. He let us know what we were doing well and admitted that he couldn't offer a product(s) that would yield better returns. As for recommendations to help us, [redacted] presented his ideas, educated us about the product and let us make a decision as to whether go with the idea. Never did we feel pressured in anyway.
In summary, Wealth Distribution Strategies is about educating the client and not just sales. Honesty and integrity is how I would describe the firm.

Widowed in early 2013, I needed assistance in making changes to my financial portfolio. After interviewing multiple firms, I found Wealth Distribution Strategies to be the best match for my needs. The transition was quicker and less complicated than expected and I am extremely satisfied and comfortable with the service and care offered by the firm. I’d strongly recommend Wealth Distribution Strategies to others looking for management and growth of their financial portfolio.

This firm and their staff is simply outstanding in how they deal with new and existing customers. We have been extremely pleased with them during the past two years as we have turned our entire retirement planning and investments to their care. They are easy to meet with and have built a great relationship with my wife and I and we have recommended them to at least two other friends of ours,

Their "family" style and no pressure sales approach has meant a great deal to us. We have been very pleased to date with WDS and our results.

We have worked with the Wealth Distribution Management team for over six ½ years as we carried over our client relationship as established at John Hancock Insurance. During that time, we were establishing our financial goals and objectives, understanding how we could achieve them, while we watched the markets move significantly in both directions. We then decided to exclusively use them for our entire retirement planning and investments. When we look back we always have the same impression, i.e., we received very good and timely discussions with them. These discussions allowed us to understand the markets recent course, the potential market timing and duration of these trends, with suggestions made to us on how we might then want to then modify our investment holdings, and this all resulted in detailed discussions on how all of this might impact our total investments while still maintaining the established financial goals and objectives which had been set.

Our open discussions helped us very much. We seemed to find our way through the various financial markets maze with a very positive outcome. Their suggestions and discussions are presented to us in a professional process, in a business-like approach, and in a manner that is easily understood. We are presented with investment alternatives including reasons and details why they may or may not work for our account. Additionally we are offered the electronic tools to watch and monitor our investment activity in a real time mode.

Thank you very much for leading us to realize our financial goals and objectives, while specifically noting that often this is achieved in very turbulent markets

Wealth Distribution Strategies has provided my husband and I the confidence in our retirement by their very sound financial advice and understanding of our retirement goals. They have been remarkable to work with.