Carson Group Acquires $570M Wambolt &  Associates 

Carson Group has acquired Wambolt & Associates, a wealth advisory firm based in Littleton, CO that manages approximately $570 million in assets. The acquisition strengthens its presence in the Rocky Mountain region. 

Founded in 2010 by Greg Wambolt, who brings more than 35 years of industry experience, Wambolt & Associates serves high-net-worth families, executives, and business owners with comprehensive investment solutions and tax strategies  

“By joining Carson Wealth, we’re giving our clients access to a deeper bench of specialists and a level of centralized services that will meaningfully enhance their experience,” said Wambolt. 

Added into the Carson Wealth platform, the Wambolt team—including clients—will retain their existing advisors while gaining access to centralized planning support, institutional-grade investment strategies, and advanced tax and estate planning. 

The Colorado acquisition continues Carson’s 2025 acquisition streak: Earlier this month, it acquired its 25th partner office in Sarasota, FL. This followed the firm’s full acquisition of its Orlando, FL, Carson Wealth office ($150 million in assets), originally Cadwell Wealth, in April; earlier that month, it acquired Mommaerts Mahaney Financial Services in Marquette, MI ($314 million); in late January, it fully acquired its Chicago office ($1 billion across five locations); and earlier, it acquired Carson Wealth Cedar Rapids, including a Las Vegas office ($1 billion).   

Carson Group, based in Omaha, NE, manages more than $42 billion in assets through its advisory network of more than 150 partner offices serving over 53,000 client families across more than 50 Carson Wealth locations.