Forbes has named Nick Chlumsky to its 2020 Best-in-State Wealth Advisors list, which spotlights standout wealth advisors across the U.S.
Chlumsky, CFP, CRPC, is Senior Advisor, First Vice President-Investment Officer and PIM Portfolio Manager at Chlumsky Wealth Management Group of Wells Fargo Advisors, which is based in Fort Myers and serves clients across Southwest Florida.
Forbes’ Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
Chlumsky joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors, in 2007, and recently was elevated to the role of “senior advisor” for the group. He assists with portfolio construction and implementation, conducts market research, performs mutual funds due diligence and provides asset allocation analysis.
“I am extremely honored to be recognized on the Best-in-State Wealth Advisors list by Forbes,” Chlumsky said. “Our team’s mission is to help clients ‘to and through retirement.’”
Chlumsky earned a bachelor’s degree in business administration from Stetson University and a master’s degree in business management from Hodges University.
Chlumsky Wealth Management Group’s professional services includes investment and retirement planning, as well as risk management services. The group offers a distinctive wealth management process that blends the fundamental concepts of comprehensive financial advice, a customized long-term plan and personalized investments.
Chlumsky Wealth Management Group is located at 12140 Carissa Commerce Court, Suite 100, in Fort Myers.