We're focused on making your financial vision a reality. Our proprietary discovery process uncovers your vision, giving us the parameters to set in motion a long-term financial plan that fits, whatever life brings. This plan becomes the rulebook by which you measure performance and make future wealth management decisions with confidence.
With an investment strategy built exclusively for you, we actively guide you through complex financial situations so you never go it alone. Our advisors have live-eyes on your portfolio, rebalancing asset classes and investment strategies after sweeping your portfolio with automated investing tools that help keep your costs low.
With an investment strategy built exclusively for you, we actively guide you through complex financial situations so you never go it alone. Our advisors have live-eyes on your portfolio, rebalancing asset classes and investment strategies after sweeping your portfolio with automated investing tools that help keep your costs low.
Services
Greg Wambolt is the founder and owner of Wambolt & Associates, LLC. Greg and his team employ a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof. When we partner together our clients truly win. By coordinating tax, legal and financial work, we can boost your ability to accumulate and preserve wealth.
Our team of financial advisors, CPA's and attorneys are here to help you discover, navigate and achieve your financial goals. We eliminate thestress and unknown, andsave you time and money so you can focus on the important things in life. We offer a full suite of planning services that enable us tomake your financial visiona reality.
Our firm, Wambolt & Associates, LLC, is an investment adviser registered with the Securities and Exchange Commission. We feel that it is important for you to understand how advisory and brokerage services and fees differ in order to determine which type of account is right for you.
We are a registered investment adviser that offers investment advisory services, including Asset Management, Comprehensive Wealth Management, and Financial Planning & Consulting to clients.Our initial meeting would consist of getting to know you, your needs, goals, current financial situation and objectives.
We are a registered investment adviser that offers investment advisory services, including Asset Management, Comprehensive Wealth Management, and Financial Planning & Consulting to clients.Our initial meeting would consist of getting to know you, your needs, goals, current financial situation and objectives.
Our team of financial advisors, CPA's and attorneys are here to help you discover, navigate and achieve your financial goals. We eliminate the stress and unknown, and save you time and money so you can focus on the important things in life. We offer a full suite of planning services that enable us to make your financial vision a reality.
Your investments should be managed with a plan that is focused on your values and vision. However, this is often easier said than done. There are many questions that need to be answered to ensure that you are investing correctly, and will reach your goals. After a complimentary consultation and learning more about you and your family, we will do what we do best.
Reviews (9)
Audrey
Feb 22, 2021
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I was getting ready to retire when a friend referred me to Wambolt @ Associates, specifically Cindy Alvarez there. I was not happy with services provided by the department I worked for for 27 years, lack of retirement growth, vague answers, not responsive to inquiries. So glad I contacted W&A. What a difference. Listened to my questions, goals, could I retire and if so what would be monthly income; provided me with a list she wanted me to get together with regards to all my finances, pull social security reports,,,,. After providing this to her and her associates, set up a 2 plus hour time slot
Cliff G.
Nov 17, 2020
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I began working with Greg Wambolt over 25 years ago with some very simple asperations. Since that time I've started a business which I grew to the point of creating an ESOP for my Employees. Along the way Wambolt and Assoc. has helped to usher my family into financial security. This has included a CPA for our company, setting up trusts for my wife Bobbi and I. His legal team has helped with several Real Estate acquisitions, and finally created a very comfortable retirement plan so that we can enjoy the rest of our lives without worrying if the money would ever run out. Greg is backed by a wonderful
Kathy Engstrom
Oct 03, 2020
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We were referred to Wambolt & Associates after a very bad experience with another financial company. They took us under their wing and have been a breath of fresh air. Cindy Alvarez and her staff are wonderful to work with, they have helped us and continue to help us through the mess we were in. They are in constant contact with us, we do annual reviews and have worked on and off throughout the years as the need arises. They are always available and have reached out to our family and friends in such a professional manner, we recommend them to anyone that asks, they have referred us to their tax
Kristin Miller
Aug 30, 2020
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I have been working with Cindy Alvarez and her team at Wambolt for several years and am very pleased. They are all responsive, organized, well informed and a pleasure to work with. Cindy has a calming voice, is someone with high integrity and is trustworthy. The team at Wambolt has been committed to my financial success and I highly recommend!
Roger Harris
Jul 30, 2020
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I was introduced to Wambolt & Associates 4-5 years ago by a friend. I was completely impressed by the knowledge and attitude of Greg Wambolt and Andrew Jenkins. They are knowledgeable, trust worthy and intelligent! You arrive at their office as a client and you leave as a friend. What more could you ask for in a Wealth Manager? Great firm that I have recommended it to many friends and family.
Sheree Teller
Dec 13, 2019
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Cindy Alvarez is hands down the best financial advisor I’ve ever had the pleasure of working with. Her knowledge is impressive and her honesty is refreshing. She truly cares about her clients and takes the time to listen to their financial goals and helps achieve them. She takes complex financial topics and explains them in a clear, understandable way. She is trustworthy, smart and easy to work with.
Marilyn Kilwein
Nov 05, 2019
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We were introduced to Wambolt and Associates December 2018. We feel that Wambolt is
Professional and yet extremely personable. They have high standards in reaching our financial goals.
Cindy and Regina were so helpful in transitioning our financial assets from our old advisor to Wambolt and Associates. We had our quarterly review recently and we had written down numerous questions and Cindy had answered all questions before we had asked them. We highly recommend Wambolt and Associates to anyone looking for a financial advisor. We feel like they are more friendly and personable than a large nation
Professional and yet extremely personable. They have high standards in reaching our financial goals.
Cindy and Regina were so helpful in transitioning our financial assets from our old advisor to Wambolt and Associates. We had our quarterly review recently and we had written down numerous questions and Cindy had answered all questions before we had asked them. We highly recommend Wambolt and Associates to anyone looking for a financial advisor. We feel like they are more friendly and personable than a large nation
Ronald Santini
Jan 13, 2019
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In the world of Financial Advisors, what’s most important involves knowledge and trust. It’s for these reasons that Wambolt and Associates has been my investment partner and advisor for over 25 years. Greg and his team strive to understand each client’s individual needs and goals. From Financial Planning, Investment Management, Tax and Estate Planning, and designing Insurance Policies to protect one’s family and financial security, Wambolt and Associates has provided my family with the right advice at the right time. Their desire to earn your trust is second to none – and they prove it
Matthew DeCarlo
Dec 23, 2018
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The advisors at Wambolt Wealth have been helping me and my family manage my finances for a couple of years. They are great at addressing my concerns and they help me stay disciplined, especially when the markets are erratic. With such weighty decisions tied up in financial planning, especially during a recent job change, I appreciate having Wambolt & Associates as my wingman, pointing out different angles and solutions to my financial goals. I highly recommend the firm to family and friends.
