GETTING YOU TO AND THROUGH RETIREMENT

At Chlumsky Wealth Management Group, we are more than financial advisors. We are your family's trusted partner in wealth management.

Welcome to Chlumsky Wealth Management

Bringing Confidence to Your Investment Planning

Whether we’re working with individuals and families, business owners, retirement plans or institutions, Chlumsky Wealth Management Group believes that every client deserves relevant, innovative financial solutions that align with their goals and vision. Our experienced team understands that each client has unique goals and that is why we work diligently to develop customized strategies to help our clients achieve their goals. Lasting, meaningful, and open relationships are the foundation of our practice.

Nick Chlumsky

CFP® CRPC™
Managing Director

Meet Our Team

Let us help you build a robust financial future, rooted in your values and aspirations

At CWMG, we let our values guide our work. For over 48 years, we have served our clients by actively listening to their needs and wants and creating a tailored investment plan to help meet their goals. When you partner with Chlumsky Wealth Management Group, you’ll have a dedicated advisory team that adapts to an ever-changing environment to help ensure your personal goals are met. We want to help you succeed financially through a better understanding of the individual parts of a sound wealth management plan ranging from investments and retirement planning to estate planning strategies and wealth preservation and wealth transition. We strive to provide excellent client service and to empower you to be a confident investor.

Our Approach

Our approach is designed to understand and address your specific financial goals and aspirations, ensuring your wealth is taken care of across all stages of life.

Your financial journey is unique, and so is our approach

Financial Services That Fits Your Goals

Our tailored wealth planning services are designed to help achieve your distinct goals and provide confidence for generations to come

Planning for Retirement

When it comes to retirement planning, sooner is better than later. There are many important questions that our financial advisors help clients deal with when it comes to preparing for retirement. Are you prepared?
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Investment Management

Maximize the wealth you have and plan for the wealth you want. We understand that each client is unique, which is why we take the time to understand their individual needs before providing personalized investment planning solutions.
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Estate Planning Strategies

Estate Planning is an essential component to your overall wealth plan. It allows you to gain more control over aspects of your life. Our goal is to create new approaches to meet changing needs and regulatory requirements for your estate.
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Insurance Planning

Without thorough insurance planning, you can be financially exposed to uncertain life events. Proper planning lets you identify the key risks that may impact your life and choose the insurance policies that cover those risks.
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Insurance Products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Years of Combined Industry
Experience
0 +
Assets Under Management
$ 0 M
As of August 2024
Clients Served
0 +

Our Accolades

Nick Chlumsky, CFP®, CRPC™, Managing Director
Michael Siefert, CFA® - Chief Investment Officer – Financial Advisor
Nick Chlumsky, CFP®, CRPC™, Managing Director

1. 2024 Forbes Best-In State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6.20.22 – 6.30.23 (Source: Forbes.com). Fee paid for use of marketing material. The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice based solely on the disclosed area.

2. The Five Star Wealth Manager award was issued on February 1st, 2024, by Five Star Professional (FSP) for the time period 5/15/23 through 11/30/2023. Wealth Managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 769 South-West Florida wealth managers were considered for the award; 76 (10% of candidates) were named 2024 Five Star Wealth Managers. Visit www.fivestarprofessional.com.

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Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.

Connection Begins with a Conversation.

Contact a member of The Chlumsky Team today!

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