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.
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. With our model and specialists, we can do anything from simple to complex. We can expand and contract the level depending on the client’s needs. 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. When clients choose to work with us, we look at the entire financial planning picture. We find out what is important to you and what truly matters. Then, we carefully and only implement the products and tools needed to reach your specific goals. You are no longer the quarterback of your financial team. Our team of advisors will work together on your behalf, to help you discover, navigate and achieve your retirement dreams and goals.