Welcome to Wambolt

Financial Planning

We’re focused on making your financial vision a reality. Our proprietary discovery process uncovers your vision, giving us the parameters to set in motion a long-term financial plan that fits, whatever life brings. This plan becomes the rulebook by which you measure performance and make future wealth management decisions with confidence.

Learn More About Our Financial Services

Investment Management

With an investment strategy built exclusively for you, we actively guide you through complex financial situations so you never go it alone. Our advisors have live-eyes on your portfolio, rebalancing asset classes and investment strategies after sweeping your portfolio with automated investing tools that help keep your costs low.

Learn More About Investment Management

Proactive Tax Planning

Why pay more in taxes than you are legally required to? With proper tax planning, we’ll help you minimize tax obligations by identifying opportunities to save and protect earnings on a tax-deferred basis, leaving more in the bank to fund your lifestyle and retirement.

Learn More About Tax Planning

Estate Planning

Get peace of mind for yourself and those around you with an estate plan that ensures your wishes will be carried out in a way that protects, preserves and distributes your assets properly.

Learn More About Estate Planning

Insurance Design

Weather the unexpected with an insurance strategy designed to protect you and your family. Built around your risk tolerance, our insurance design for you is periodically reviewed to make sure you continue to get the best protection at the best price.

Learn More About Insurance Design

Asset Protection

Wealth needs to be protected. Safeguard your holdings with domestic and offshore strategies that protect what you own from market and malicious threats, giving you the freedom to focus on what comes next.

Learn More Asset Protection

Schedule a Free Consultation

We're excited to welcome you to the Wambolt & Associates family

Schedule Now

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.

Join Now