At Wambolt & Associates, we believe that financial planning should be a personalized and proactive process. Our team of experienced professionals is dedicated to helping individuals, families, and business owners achieve their financial goals and protect their wealth.
Our Services
As a comprehensive financial services firm, we offer a range of services designed to help our clients achieve financial security and confidence. These services include:
Financial Planning
Our financial planning process is designed to understand your unique financial goals and create a personalized plan to help you achieve them. We take a comprehensive approach to financial planning, considering your income, expenses, assets, and liabilities to create a tailored plan that meets your needs.
Investment Management
Our investment management services are designed to help you grow your wealth over time. We offer a range of investment strategies, from conservative to aggressive, and work closely with you to understand your risk tolerance and investment goals.
Proactive Tax Planning
At Wambolt & Associates, we believe that tax planning is an essential part of financial planning. Our experienced professionals work closely with you to identify opportunities to minimize your tax liability and maximize your after-tax wealth.
Estate Planning
Estate planning is an important aspect of financial planning, as it ensures that your assets are distributed according to your wishes. We help our clients create a comprehensive estate plan that includes a will, trust, and other essential documents.
Insurance Design
Insurance is an important part of financial planning, as it helps to protect your assets and income from unexpected events. We work closely with you to design an insurance strategy that meets your needs and provides the protection you need.
Asset Protection
At Wambolt & Associates, we believe that asset protection is a critical component of financial planning. We offer a range of strategies to help you protect your assets from creditor claims, lawsuits, and other threats.
Meet the Team
Our team of experienced professionals is dedicated to providing you with exceptional service and expertise. Meet our team members:
- Greg Wambolt, CFP, CLU, ChFC, Founder and Senior Wealth Management Advisor
- Cindy Alvarez, Owner and Senior Wealth Management Advisor
- Scott Kirkpatrick, Controller
- Regina Franz, Director of Operations
- Janelle van Meel, Senior Wealth Management Advisor
- Eleni Yeros, CFP, Wealth Management Advisor
- Shaun Cavanagh, CFP, CIMA, Wealth Management Advisor
- Scott Brooks, CFP, Wealth Management Advisor
- Brady Jones, CPFA, Wealth Management Planner
- Will Michener, Wealth Management Advisor
- Tyler Hentges, Trader
- Kerri Madison, Operations Associate
- Kurt Gallup, Trader
- Evan Coats, Tax Analyst
- Brianna Harris, Administrative Assistant
Get in Touch
We invite you to learn more about our services and meet our team. Contact us today to schedule a free consultation and take the first step towards achieving your financial goals.
Team Review
Wambolt and Associates has received an overwhelmingly positive response from their clients, with all reviewers awarding 5 stars. The common thread among these reviews is the team's exceptional service, expertise, and personalized approach to financial planning.
Professionalism and Trust
Multiple reviewers noted the team's professionalism, trustworthiness, and integrity. Cindy Alvarez, in particular, has been praised for her calming voice, honesty, and ability to explain complex financial topics in a clear and understandable manner.
Expert Knowledge
The reviewers' praise for Wambolt and Associates' expertise is evident. They have helped clients achieve their financial goals, including setting up trusts, navigating complex financial situations, and creating retirement plans. Greg Wambolt and his team have been described as knowledgeable, trustworthy, and intelligent.
Accessibility and Availability
Reviewers have commended the team for being available and responsive, with some mentioning that they have received timely updates and consultation throughout the years.
Personal Touch
Despite being a financial advisory firm, Wambolt and Associates has received praise for their personal approach. Reviewers have mentioned that they feel like friends and not just clients, and that the team takes the time to understand their individual needs.
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