Wambolt & Associates

Wambolt Associates, LLC operates as a wealth management and financial planning firm based in Littleton, CO. The firm delivers a suite of services encompassing financial planning, wealth management, estate planning, tax advisory, and investment advisory.

A core element of their methodology is a proprietary discovery process, designed to thoroughly understand each client's unique financial vision. This understanding forms the basis for crafting long-term financial plans intended to adapt to various life circumstances. These plans subsequently serve as a benchmark for performance measurement and guide future wealth management decisions.

The firm, founded by Greg Wambolt, utilizes a multi-advisor team approach. This structure aims to provide clients with integrated tax, estate, and investment advisory services from a single, coordinated source.

Initial client engagement involves a consultation to ascertain individual needs, financial goals, current financial standing, and overall objectives. Wambolt Associates also fosters client relationships through organized events.

Revenue is primarily generated through fees for its advisory services, offered to clients and prospective clients where the firm and its representatives are appropriately licensed or exempt. The firm serves individuals seeking detailed financial guidance and long-term wealth strategies.

Keywords: Wealth Management, Financial Planning, Estate Planning, Investment Advisory, Tax Advisory, Multi-Advisor Approach, Proprietary Discovery, Littleton CO, Financial Services, Client Advisory