Great Client Service Starts with Great People

We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation

We strive to provide excellent customer service and empower you to be a confident investor

Nick_Chlumsky

Nick Chlumsky, CFP®, CRPC™

Managing Director

Michael_Siefert

Michael Siefert, CFA®

Chief Investment Officer – Financial Advisor

Scott_Merhige

Scott Merhige

Managing Director - Investment Officer

Pamela_Mahar

Pamela Mahar

Senior Registered Account Administrator

Beth_Di_Roma

Beth Di Roma

Senior Registered Client Associate

Katie_Siefert

Katie Siefert

Client Associate

Molly_Kee

Molly Kee

Client Associate

Want To Learn More About How Chlumsky Wealth Management Can Help You?

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