Advisors that You Can Trust

You’ve spent a lifetime earning and saving your money to get you where you are today, and since so much depends on the investment and growth of that money, you want a management team that you can trust implicitly, like family. The team at Wambolt & Associates and Metis Wealth Management works to build this relationship with all our clients.

(720) 962-6700

“You can discover more about a person in an hour of play than in a year of conversation.” - Plato

Let’s Have Some Fun Together!

Plato says it best, “You can discover more about a person in an hour of play than in a year of conversation.” At Wambolt & Associates and Metis Wealth Management, we want to get to know you so we can better serve you. Some of our best interactions with clients take place in Colorado's rivers and streams, on a mountain bike, at a ladies' only event, and even at a sport clay shooting range. So let’s have some fun together!

(720) 962-6700

“You can discover more about a person in an hour of play than in a year of conversation.” - Plato

We Work for You

It’s hard to be a trusted advisor when you have conflicts of interest. That is why it is so important that Wambolt & Associates and Metis Wealth Management offers conflict-free financial management. Because we do not sell any proprietary products, you can be assured that the advice we provide you will be motivated by the best outcomes for you and not influenced by any commissions or biases. Your success is our sole objective!

(720) 962-6700

“You can discover more about a person in an hour of play than in a year of conversation.” - Plato

Investment Advisory

Seeing the Big Picture

Our lives are filled with professionals who advise us on taxes, legal work, insurance, loans, and investing. We are here to work on your behalf by collaborating with other professionals to align your mission, vision, values and goals. Clients have trusted us for 30 years to manage the big picture.
 

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Legal & Estate Planning

Protecting Your Legacy

Seventy percent of Americans don't have an estate plan. We encourage clients to plan properly to avoid misuse of your estate in the event of your untimely death. Planning helps protect and preserve your assets by creating wills, trusts, and POAs. Proper estate planning can ensure that your assets will be passed on just as you envisioned.

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Tax Planning & Prep

Making Smart Decisions

Tax burden is best avoided with tax planning throughout the year, and not just during the crunch of tax season. We are able to collaborate with our CPAs throughout the year on your behalf to provide you with tax saving strategies tailored to you, your needs, and goals.
 

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Fly of the Month Club

A Club for Outdoor Enthusiasts

The Fly of the Month club is intended to educate and it provides an open invitation to fish with us. The good news is that trout bite all year round in Colorado so it’s important to know your fly pattern, river reports, and technique. FOM club members are given the information to know when to fish, where to fish, time of day, and provided the appropriate fly to match the hatch, giving you the upper hand on your adventure on the water.

The Fly of the Month Club combines two of our passions because everything we do in life needs to have purpose; without purpose life has no meaning. This means doing the things we enjoy with people we enjoy. The FOM club enables us to combine personalized wealth management and fly fishing! Our intentions are to become well acquainted with our clients, understanding their purpose, all while providing an open invitation to fish. So whether you are a fly-fishing veteran or you’ve never tried fly-fishing before but are ready for some real adventure, let’s get started.

PMF / A Club for Women Only

Physical - Mental - Financial Support and Education

It is time for the ladies to connect. Let’s face it, men and women are wired differently, and sometimes it’s our female connections that see us through some of the most difficult times in our lives. Let us help you address some of the worry, woman to woman.

Did you know that the top (3) things women over the age of 50 worry most about are chronic illness, memory loss, and having the financial resources should you survive your spouse? We've decided to name our club the PMF Club which stands for Physical, Mental and Financial. Our monthly educational commentary includes information on all three subject matters, and you receive a small gift that coincides with our message. The purpose of this club is designed to educate and support - its women helping women.