Expanded ownership of wealth management firm Wambolt & Associates improves client-centric service


LITTLETON, Colorado–(BUSINESS WIRE)–The founder and owner of Wambolt & Associates Wealth Management Partners, Greg Wambolt, announced that Andrew Jenkins of Castle Rock and Cindy Alvarez of Evergreen have joined him as owners of the business. Jenkins, Managing Director of Planning and Investments, and Alvarez, Senior Wealth Advisor, have both been part of the Wambolt team for almost 10 years.

“The expansion of our ownership team reinforces our commitment to helping our customers and their families achieve financial success for generations to come,” Wambolt said. “The unique talents and wisdom that Cindy and Andrew bring to our firm can provide a distinct advantage to our clients and create a powerful synergy within our team.”

Wambolt & Associates is distinguished by the use of a multi-advisory approach to wealth management: its clients receive investment, tax and legal services (through an independent lawyer) under one roof.

“Approaching wealth management from a holistic perspective was what first attracted me to the company, and I’m excited to take on an expanded role in fulfilling that mission,” said Alvarez. “I am dedicated to helping remove barriers that prevent clients from better understanding their financial situation and creating the best possible future for their families.”

The firm’s designation as a Registered Investment Advisor (RIA) regulated by the United States Securities and Exchange Commission can be a differentiator within the financial advisory industry. As an RIA, the company has chosen to act as a fiduciary – obligated to buy and sell only investments that are in the best interest of their clients, without trading in commission-based financial products.

“Owning a business built on complete transparency and accountability to its customers aligns with my professional and personal values,” Jenkins said. “It is a privilege to serve as a resource for our clients and protect their assets through a diverse portfolio of investment strategies, estate planning and insurance services.”

Based in Littleton, CO, Wambolt & Associates’ 15-member team provides investment management, proactive tax advice, estate planning, insurance design and asset protection services. For more information, visit wamboltwealth.com.


Comments are closed.