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Combining personalized wealth management and fly fishing..
Have questions about our Fly of the Month Club? Look at our most Frequently Asked Questions page.
READ FAQ“You can discover more about a person in an hour of play than in a year of conversation.” – Plato
Understanding our clients’ perspectives on wealth – from their immediate fiscal goals to their vision of a solid financial future for their family – is foundational to designing their personalized wealth management plans. We learn a lot from one-on-one conversations in our office setting. Yet, there is no substitute for engaging with clients in an activity outside the office. There is something quite meaningful about talking with a kindred fishing enthusiast while gently casting lines into a cool Colorado river or stream. Through our Fly of the Month (FOM) Club, client members can fish with us and take advantage of an idyllic atmosphere for conversation, connection, and catches.
What do I receive as a FOM Club Member?
Fly of the Month Club members receive by mail a free, educational, and entertaining monthly bulletin with timely information on river reports, fly fishing techniques and tips on which flies attract certain fish. As a member, you also receive an artificial “fly of the month” based on what’s currently hatching with expert advice on how to use it to lure your catch.
How do I join?
Whether you are a fly-fishing veteran or a beginner, we want to share our love of fly fishing with you. Sign up here to join our Club and make the most out of your year-round Colorado fishing adventures.
What’s the Connection Between Wealth Management and Fly Fishing?
While they may seem like two unrelated subjects, the mindset of a fly fisher and the qualities of a wise investor are one in the same. To achieve a successful result, both require knowledge, thoughtfulness, patience, persistence, and curiosity. Navigating the markets and navigating a river call for attention to detail and an aversion to forcing an outcome. Patience amid unfamiliar circumstances can yield better results, and both the investor and the fly fisher understand the wisdom of pursuing their bounty over the long term.
What Inspired Wambolt & Associates to Create the FOM Club?
The FOM Club was the creation of firm founder Greg Wambolt, who grew up in Summit County, Colorado with a fly rod in his hand. After helping his dad lay brick during the day, Greg would take advantage of free time to explore Dillon Reservoir, the Snake River, and the Blue River where he would catch and release so there were plenty of fish to catch again and again. Greg remains an avid fisherman and enjoys sharing his passion with clients. Whether seeking the tranquility of nature, enjoying the technical aspects of the sport, or keeping a family tradition alive, Greg knows that each client approaches fly fishing, like wealth management, from a unique perspective.
We’d Love to Hear Your Stories:
Please share with us the stories and pictures of your fly-fishing adventures. If there is a topic that you’d like us to write about in our monthly newsletter, let us know. We want the Fly of the Month Club to be fun, engaging and a source of the very BEST fish tales!
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