Owner and Senior Wealth Advisor Cindy Alvarez starts each workday with purpose: to help clients access the wealth management resources they need and to support the next generation of the Wambolt & Associate’s team. Cindy ensures cohesion among team members and clients, aligning priorities and goals and promoting innovative approaches to delivering sound results.
“Clients may come in the door thinking we solely focus on managing their assets,” said Alvarez. “They soon realize that we have an investment in them.” As Cindy explains, Wambolt devotes time to developing relationships with clients to best understand how to translate their life goals into wealth management planning scenarios.
“Client communication is a hallmark of our firm,” says Cindy who brought a deep background in marketing and communications to the firm along with her investment savvy. “We want to make sure we are on track with what the client needs, pivoting our strategies as their life circumstances evolve.”
Vital to sustaining superior service to clients is recruiting and mentoring an exceptional team. Cindy provides strategic direction to the advisors and plays a large role in fostering the firm’s professional development. She strongly believes here is great benefit to working with a multi-generational team.
Cindy also feels fortunate to have firm founder Greg Wambolt as her mentor and business partner. “The firm culture and family office model Greg established has enabled us to make a difference in people’s lives.”
Family is a priority for Cindy as she spends as much time as possible with her two children who each live on a different coast. A devoted mom, she loves traveling with them and sharing time outdoors hiking, camping, and exploring the beauty of the mountains.
Northeastern Illinois University, Chicago, IL / Bachelor of the Arts, English Language and Literature