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Individual Securities
All investments carry risk. It pays to be choosy and mix up your holdings in a diversified portfolio.   All investments carry risk. Exposure to loss, and an investor’s appetite for taking chances, influence investment behavior and the design of your investment portfolio. While some investors thrive when the stakes are high, most investors are...

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Greg Wambolt and the entire Wambolt team employ a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof.

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