Over the last few months we have had numerous conversations with our clients regarding the Fiduciary Rule from the Department of Labor (DOL) that went into effect on June 9th.  This rule has certainly created controversy in the Financial Services industry but what cannot be debated is the core focus of this legislation…protecting the individual...

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,...

The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. What is fly fishing if not a childlike game of war? We maneuver and position, count off our successful campaigns in the notches scratched into the cork of our rod, and then...

As your wealth continues to grow so does the complexity and the time required to manage it appropriately. We often hear from high net worth individuals, questioning whether they or the team of financial professionals they have pieced together are truly capable of growing and protecting their wealth going forward. Your financial team should take...

Dear Clients and Friends, With the recent Equifax data breach, we want to provide you with some information that will help you and your family protect your identity, data, and assets. We would first like to address how cyber-criminals use stolen data. When it is personal data such as social security numbers, dates of birth,...

  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...

Summer is a time for family vacations, trips to the mountains and simply enjoying life. As things slow down, it is an ideal time to do a quick, mid-year financial check-up as we move into the second half of the year. Here are 5 quick items that should only take a few minutes for you...

As our military protects us from threats around the globe, a new danger is impacting our lives on a daily basis. This danger poses a larger risk than any of us might be aware of.   “The diverse threats we face are increasingly cyber-based.  Much of America’s most sensitive data is stored on computers. We...

Spring has sprung…well, besides the ‘typical’ spring snow storm that blew through the front range earlier this month. We hope you are enjoying the extra sunlight, and taking advantage of it to spend some time outside doing what you love.