Over the last 30 years, Greg has met with clients and their families countless times, preparing them for change, outlining potential options, and helping guide sound financial decisions. This dedication has grown the firm to what it is today, a dynamic, innovative and forward-looking wealth management firm inextricably linked to the goals of its clients....

Welcome to our ongoing series that answers your questions. This week, we asked Greg your question about why he wears a tie to the office every day. Here is his answer. Send us your questions at info@wamboltwealth.com. Question: Why do you wear a tie? Answer: Why is an important question. Why do people do anything? For me,...

You’ve done it. You’ve built a firm you take pride in, painstakingly over time with clients and staff you care about. Keep more of that value–and your clients happy–with succession and continuity planning. Read more in our article, ‘Lock Down Firm Value for the Future,‘ featured in Wealth Management Magazine’s 2018 Mid-Year Outlook. Click here to read the...