As a recent graduate of CU Boulder, majoring in both Finance and Accounting, Giulia joined our team this month as a Financial Paraplanner. However, she has been a part of the team since 2016, spending two summers with us as an intern. Her forward thinking and fresh, young perspective will bring a wealth of knowledge...

On Saturday, October 7th, Senior Wealth Management Advisor Cindy Alvarez and our Administrative Assistant Ashley Schultz participated in the 2nd Annual Avs 5K Walk, Run, Skate in Downtown Denver. It was a chilly morning full of inspiration, camaraderie, and fun, all centered around supporting the Dawg Nation Hockey Foundation. We, the Dawg Nation Hockey Foundation,...

  Here at Wambolt & Associates, we have a deep love for the great outdoors. Fly fishing has been a long-time hobby and passion of our founder, Greg Wambolt. Between the Fly of the Month Club and our guided client trips, fly fishing has become part of the culture here at our firm. Last week we...

On Monday, August 28, Wambolt & Associates was honored to be a premier tournament sponsor for the Puttin’ for PetAid Colorado Golf Tournament at Red Rocks Country Club. It was a beautiful (and hot!) day full of friends, camaraderie, and fun, and all centered around our support of PetAid Colorado. PetAid Colorado, a 501(c)(3) not-for-profit...