Freitag Financial Services of Monticello Acquired by Wealth Distribution Strategies, LLC of Verona

Kay Freitag sold her investment business, Freitag Financial Services, to Wealth Distribution Strategies, LLC (WDS) in January of 2022. The move to acquire Freitag Financial Services was in the making for several years with discussions between Kay Freitag and Jeff Lamb, President of WDS. The purchase of Freitag Financial Services, based in Monticello, WI, further increases WDS’ presence in South Central Wisconsin.
Jeff credits part of his reason for becoming a Financial Advisor to Kay discussing investing and money at Monticello High School when Jeff was a student. WDS has an educational approach to financial planning and investing with a focus on the distribution side of retirement. Freitag Financial Services will now have a broader scope of investment strategies and planning resources through the team of Financial Advisors, Health Insurance Specialists, Tax Advisors, and support staff at WDS.
Although WDS is in Verona, a focus of Jeff’s has been to pull talent from his hometown roots in Green County. WDS has many team members from the area, including New Glarus graduate Shane Roth and Monticello graduates Lucas Marty, Desiree (Marty) Alexander, Lukas Kolasch, and Jacob Marty.
Lukas Kolasch will help maintain the Monticello office while Kay transitions into retirement. WDS has a mission to help their clients achieve their financial, family, health, charitable, and social aspirations one conversation at a time.
For more information, contact WDS at (608) 848-2389 or
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