Wambolt & Associates

Wambolt & Associates is an independent, planning-based wealth management firm. We partner with you and your family to successfully transition from today to retirement, managing key milestones along the journey - financial planning, investment management, tax planning and more. We are fee-based Registered Investment Advisors (RIA), which means we have a fiduciary responsibility to our clients. At Wambolt & Associates, we embrace the words traditional and conservative because regardless of your end goal, you can't get there if we don't protect the assets you've already worked hard to earn. Because we're independent, we align your investments with your goals. We are not compensated for promoting specific product, funds or insurance. We can recommend strategic choices 100% free from conflict of interest. Our team extends beyond our office. We recommend attorneys, accountant and other advisors to ensure you have the right people working on your behalf. Let us put our network of specialists to work for you. And if you ultimately want to leave a financial legacy, we're equipped to help you prepare your wealth for your family or a charitable endowment.