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Carson expands in Colorado with Wambolt & Associates acquisition

Summary by Private Banker International
Carson Group has acquired Wambolt & Associates, a wealth advisory firm located in Littleton, Colorado, US. This move is part of Carson Group’s strategy to enhance its presence in the Rocky Mountain region. Wambolt & Associates, founded by Greg Wambolt in 2010, manages approximately $570m in assets. The company provides investment solutions and tax reduction strategies for high-net-worth individuals, executives, and business owners. Wambolt said:…
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Private Banker International broke the news in on Wednesday, June 11, 2025.
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