In The News

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Shred Event – Sippin’ & Shreddin’

What better way to spend a Saturday morning than with the team members of Chlumsky Wealth Management Group! On Saturday, November 16th CWMG hosted our second Shred Event of the year! Clients and community members came together to “Sip & Shred” for a day of secure document shredding while enjoying a delicious specialty coffee from Forever Grounded Coffee Cart. It was a fantastic opportunity to connect with our community and provide a valuable service, all while supporting a great cause. Thanks to the generosity of attendees, we collected over 261 pounds of non-perishable items for the Harry Chapin Food Bank. We’re grateful to everyone who joined us for our Sippin’ & Shreddin’ event and helped make a positive impact!

Wine, Wisdom & Wealth

Our recent “Wine, Wisdom & Wealth” Event, hosted at the elegant Clive Daniel showroom, provided clients with an evening dedicated to year-end tax and financial strategies. Designed to blend insight with enjoyment, the event featured a range of culinary stations that creatively connected food with themes in tax and finance. Clients had the opportunity to mingle with advisors and team members, sharing insights and exploring personalized strategies in a relaxed, sophisticated setting. This atmosphere encouraged open dialogue, allowing clients to gain a clearer understanding of the financial landscape and how to best approach the coming year. The evening was both educational and enjoyable, marking a memorable experience for all attendees.

Celebrating the 20th Annual Cattle Baron’s Ball!

Chlumsky Wealth Management Group is proud to have sponsored the 20th Annual Cattle Baron’s Ball, supporting the American Cancer Society in Lee County. This western-themed gala, Celebrating 20 Years: Platinum Hopes and Western Ropes, brought the community together to celebrate two decades of commitment to the fight against cancer. Our team member Molly Kee, Client Associate, who joined the event committee, played a key role in bringing this celebration to life. From coordinating logistics to helping with setup on event days, Molly’s dedication and attention to detail ensured that every aspect of the Platinum Hopes and Western Ropes gala was a success. The event was a memorable evening of live entertainment, gourmet cuisine, and inspiring stories of resilience and hope. We are honored to stand alongside the American Cancer Society in their mission to end cancer as we know it, for everyone.

Shred Event Success!

Chlumsky Wealth Management Group hosted our first annual Shred Event on Saturday, April 27th! We invited our community to shred it and forget it and join us at our office for pastries and coffee provided by Forever Grounded Coffee Food Truck. Safeguard Shredding provided us with a successful event and shredded over 3500 pounds of paper!!! (In case you are wondering, that is the same size as a full-grown male giraffe!) Be on the lookout towards the end of the year to participate in our next FREE Shred Event!

CWMG Raises funds to support the Fort Myers YMCA!

Chlumsky Wealth Management Group sponsored the YMCA of Southwest Florida in the Play For a Cause Charity Golf Tournament! Funds raised at this event are dedicated to providing scholarship assistance for children, families and seniors and expanding YMCA programming and services for everyone in the Fort Myers Community. Michael Siefert, Financial Advisor at CWMG is on the board of directors for the YMCA of SWFL and dedicates his time to support this nonprofit organization to give young people a chance at a better future, foster healthy lifestyles and help build a vibrant community.

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