Will Michener

Will Michener’s journey in wealth management is deeply rooted in the lessons of discipline and perseverance he learned as a successful high school and collegiate cross-country runner. At Wambolt & Associates, these principles guide his approach to helping clients achieve their financial goals. “One of the most gratifying aspects of my job is helping clients set goals and create customized action plans to achieve them,” says Michener. His philosophy centers on providing clear, judgment-free guidance that makes financial planning approachable and manageable.

Michener is particularly passionate about educating clients on the benefits of alternative investments in private markets. By offering clients a diverse range of investment opportunities, Michener helps them build balanced portfolios that maximize tax efficiencies and potentially reduce market volatility. This approach is especially beneficial for accredited investors looking to navigate the complexities of today’s financial landscape.

Outside of the office, Michener is an avid hiker and skier, and a self-proclaimed “foodie” on a quest to explore Denver’s Michelin Guide. Much of his weekends are currently spent studying for the Certified Financial Planner exam. A graduate of Evergreen High School and Valparaiso University, Will values the team-centered environment at Wambolt & Associates, where young associates are given a voice and the opportunity to grow alongside experienced mentors.