Greg Wambolt

For 15 years, Greg spearheaded an independent wealth advisory firm built on collaboration, integrity, and a truly holistic approach to wealth management. Guided by the belief that “every financial decision has tax and legal implications,” he pioneered a model that integrated financial advising with tax planning and legal insight—providing clients with a comprehensive strategy for achieving their investment goals.

Today, as Managing Partner of the Carson Wealth Littleton office, Greg leads a team of advisors who develops customized financial blueprints and outlines actionable steps to achieve successful immediate and long-term results. Defined by integrity and accountability, Greg takes pride in the enduring, meaningful relationships he has built with clients and their families over the years.

Greg’s passion for investing began soon after he graduated from Western Colorado University with a degree in business. Driven by a desire for continued professional excellence, Greg has achieved several of the industry’s designations and certifications, including CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter, and Chartered Financial Consultant.

Outside the office, Greg is an avid outdoorsman who enjoys fly fishing, clay sport shooting, and biking. With an appreciation for history and the natural beauty of his mountain community, Greg is renovating an 1875 homestead, the Clifton House, and conserving its surrounding ranch land in Conifer, Colorado.

Greg Wambolt is not affiliated with Cetera Advisor Networks LLC.