The previous two reviews are certainly not the experience my wife and I have had with Jeff Lamb over the past few years. We are more than happy with both his advice and the investments that he has advised us to be in. He has made certain that we are well diversified in a volatile market. He knows about our retirement plans and thoroughly explains to us our options. He is very familiar with the state retirement system and has been very helpful in that regard. We did attend the free seminar given by WDS a few years back and came away very impressed with Jeff's knowledge and patience in explaining often complex investment issues. We have also attended several other free WDS investment strategy seminars and have come away with additional helpful information. Perhaps the previous clients who left less than stellar reviews did not take a proactive approach to their retirement savings nor take advantage of all that Jeff and WDS have to offer? Just wondering... read more

A co-worker recommended a retirement seminar (for a small fee) offered through Wealth Distribution Strategies and the University Extension. The seminars were very helpful, lots of great information was offered, with no strings attached. A free consultation was included (but optional) after the classes were done. My husband and I took advantage of the consultation, which included information specific to our situation. There was no hard sell, just suggestions, practical advice and options. We decided to continue to work with this organization to help us manage our investments and plan for our retirement. We have been very happy with the service, the staff, the advice and the performance of our investments. We believe that through solid investment performance and tax savings, Wealth Distribution Strategies has done well by us. We have recommended their services to family and friends. read more

We have worked with Jeremy Argue for some time and have been extremely impressed with his commitment to us. We always feel like our needs are being met and Jeremy is more than willing to answer our questions. When discussing our investment plan, Jeremy listens to our input and is never judgemental. He is very professional, organized and knowledgeable regarding our investment strategies. We always leave with a thorough understanding of our investment plan. Wealth Distribution Strategies is a company that holds high standards. They not only put a great amount of time and effort into their clients, but they also invest in the lives of others by hosting annual fundraisers to profit various charities. We are truly honored to be working with Jeremy and to be a part of a business that goes above and beyond. read more

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 read more

An important factor in moving our investments to Jeff Lamb and his team at Wealth Distribution Strategies is that Jeff (and other advisors there are in process) is an Accredited Investment Fiduciary. I wanted to be sure that my advisor is obligated to put my interests first! We have been very pleased with WDS's focus on maximizing our returns in accordance with our values. Their responsiveness to and appreciation of their customers is excellent. read more

I have been working with Jeff for about 4 years. He and the others at WDS have been great to work with. I especially appreciate the clear explanations, the transparency about investment options, and the success of my portfolio to date. I interviewed four different financial advisers before selecting Jeff to work with. Jeff was the only one who did not leave me feeling pressured. My experience since then has born out that impression. read more

Jeff Lamb and his TEAM at Wealth Distribution Strategies are great to work with. They are focused on their customers. They provide top quality service and are very clear in their explanations as they relate to investments. We have been very satisfied with their attention and with our portfolie. We have referred several others to this firm and will continue to do so. B & H read more

We went to a UW Extension class they held and took advantage of the free consult. We were impressed and decided to sign up with them. They work very hard to work with you and follow your wishes. We are happy we made that move and feel more secure for our financial future with their help. read more