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
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
history and the natural beauty of his mountain community, Greg is
renovating the Clifton House, an 1875 homestead, and conserving its
surrounding ranchland in Conifer, Colorado.