Expanded Ownership of Wambolt & Associates Wealth Management Firm Enhances Client-Centered Service

LITTLETON, Colo.--(BUSINESS WIRE)--Wambolt & Associates Wealth Management Partners Founder and Owner Greg Wambolt has announced that Andrew Jenkins of Castle Rock and Cindy Alvarez of Evergreen have joined him as owners in the firm. Jenkins, Managing Director of Planning and Investments, and Alvarez, Senior Wealth Management Advisor, have both been on the Wambolt team for nearly 10 years.

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

Wambolt & Associates distinguishes itself by employing a multi-advisory approach to wealth management: their clients receive investment, tax, and legal services (through independent counsel) all under one roof.

“Addressing wealth management from a holistic perspective was what first attracted me to the firm, and I am excited to accept an expanded role in fulfilling this mission,” said Alvarez. “I am dedicated to helping break down the barriers that keep clients from better understanding their financial pictures and creating the best possible future for their families.”

The firm’s designation as a Registered Investment Advisor (RIA) regulated by the U.S. Securities and Exchange Commission can be a differentiator within the financial advising industry. As an RIA, the firm has chosen to operate as a fiduciary - required to buy and sell only investments that are in the best interests of their clients, without transacting commission-based financial products.

“Being an owner in a firm that is founded upon complete transparency and accountability to its clients is aligned with my professional and personal values,” said Jenkins. “It is a privilege to serve as a resource for our clients and to protect their assets through a diversified portfolio of investment strategies, estate planning and insurance services.”

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