(720) 962-6700

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(720) 962-6700

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Greg Wambolt CFP®, CLU®, ChFC®

Founder, Owner, Senior Wealth Management Advisor

When Greg founded Wambolt & Associates, he did so with a vision to create a firm that fosters a multi-advisory approach to wealth management. Realizing that “every financial decision has tax and legal implications,” Greg designed a wealth management model that integrates financial advising with tax planning and legal services, providing clients with a comprehensive strategy for achieving their investment goals.

Greg leads a team of advisors that listens to the unique needs of each client, develops customized financial blueprints and outlines actionable steps to achieve successful immediate and long-term results. Defined by integrity and accountability, Wambolt & Associates has built long-lasting, meaningful relationships with clients and their families.

Greg’s passion for investing began soon after he graduated with a Business Degree from Western State College where he also was actively involved in skiing and track. Earning professional designations in his industry has been a priority for Greg, who is a Certified Financial Planner (CFP), a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC).

Outside of the office, Greg is an avid outdoorsman. Fly fishing, clay sport shooting, hunting and biking are some of his favorite activities. He hosts memorable fly-fishing excursions and has started the Fly of the Month Club for clients who share his passion. With an appreciation for the natural beauty of his mountain community, Greg is renovating an 1875 homestead and conserving its surrounding ranchland in Conifer, Colorado.

Professional Certifications:
Certified Financial Planner ™ (CFP ®)
Chartered Life Underwriter® (CLU®) designation
Chartered Financial Consultant® (ChFC®) designation