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....

The team at Wambolt & Associates is excited to welcome one of its own into the fold, Jeff Wambolt. Jeff brings 17 years of experience making financial lifestyles better for clients and business owners across the western United States. He has spent years earning peoples’ trust in as little as those few moments it takes to...