Greg Wambolt is the founder and owner of Wambolt & Associates, LLC. Greg and his team employ a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof.
Because we are independent, we are not compensated for promoting specific products, funds, or insurance. We can recommend strategic choices that align your investments with your goals. And, we have the resources to provide tax and estate planning to coincide with managing the investments and providing the best solutions to our clients.
Over the past several decades, Greg and his team have witnessed the best and worst of the industry’s ups and downs; there is no substitute for the knowledge that comes with this experience. We believe our clients deserve access to a firm that listens to their needs, creates a comfortable environment for planning, and delivers actionable solutions. Allow us to put our combined experience of 200 years to work for you.
When we partner together our clients truly win. By coordinating tax, legal and financial work, we can boost your ability to accumulate and preserve wealth. Our experienced team of advisors specialize in complex financial situations that require discipline and expertise in many fields. By having our financial planners, CPAs and attorneys working together to meet your goals, we aim to ensure our clients are making the best decisions for the short- and long-term. We operate as a fiduciary which means that every decision and recommendation is in our client’s best interest. We focus on families, small business owners and individuals with complicated fiscal dynamics. When you work with Wambolt & Associates, your entire team of advisors collaborate so you can relax and focus on what comes next.
Our unique approach to wealth management removes the work, coordination, and responsibility from our clients. You are no longer the quarterback of your financial team. Our team of advisors will work together on your behalf. With your big picture in mind, our wealth management advisors, tax professionals and attorneys work together, under one roof, to help you discover, navigate and achieve your goals and retirement dreams.