Wambolt & Associates Information

You’ve spent a lifetime earning and saving your money to get you where you are today. With so much riding on investments and growth of that money, you want a management team that you can trust implicitly, like family. We build long-term relationships, patiently and carefully, with each of our clients, many of whom have known and worked with us for over 20 years. Every financial decision has legal and tax implications. At Wambolt & Associates, you'll have access to these experts in one place--investment, estate, tax, insurance, accounting and legal-- collaboratively teaming to meet your financial and fiduciary needs. Solutions are customized to your financial and life-style choices and based on your mission, vision, values and goals. We'll work to build the right financial blueprint, share results throughout the year, meet for portfolio reviews, and make adjustments, giving you the confidence you need to know you are building the future you want. Plan for the future. Protect what you own. And design your legacy with Wambolt & Associates.