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Citrus Wealth 2019 Golf Tournament

Citrus Wealth Article by

Kelly Shira 

Marketing Coordinator, CWM

Thanksgiving

Golf Classic

We greatly enjoyed having our clients and friends join us for our annual golf tournament at Soboba Casino with the Hemet and San Jacinto Chamber of Commerce. 120 golfers participated and the weather couldn't have been better, making for a great day to be out on the green. Teams of four played best-ball, giving the big swingers a chance to boost their team's score. While everyone played well, the winners were Joey Jacobson, and John and Jenny Georgia, with an impressive score of seventeen under par! Joe DeSoto won the putting contest, receiving a three-day, two-night vacation to multiple cities. To end the day, several of our golfers won substantial raffle prizes while enjoying a relaxing lunch. We look forward to another great tournament in 2020!

Citrus Wealth Logo

1461 Ford Street, Suite 103

Redlands, California 92373

909.312.4412 | info@citruswm.com

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Citrus Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2026 Citrus Wealth Management         

1461 Ford Street, Suite 103
Redlands, CA 92373
(909) 312-4412        

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Ascentis Disclosures, Peak Brokerage Link Disclosures, Privacy.    BrokerCheck.

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​Securities offered through Peak Brokerage Services, member FINRA/SIPC.  Investment advice offered through Citrus Wealth Management as a DBA of Ascentis Independent Advisors. AIA is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. Communication from an adviser may provide insight for determination of Advisor retention. Peak and Citrus Wealth Management/AIA are not affiliates.

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Citrus Wealth Management may provide services only in states in which it is registered and/or exempt. 

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Tax / Legal: Citrus Wealth Management and its financial professionals do not provide tax or legal advice. Information regarding tax or legal considerations is provided for general informational and financial-planning purposes only. Clients should consult with a qualified tax professional or attorney regarding their individual circumstances.

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Investment Risk: Investing involves risk, including the possible loss of principal. No investment strategy can guarantee a profit or protect against loss in all market environments. Past performance does not guarantee future results.

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Financial Planning: Financial planning and investment strategies are based on each client's individual circumstances, objectives, risk tolerance, time horizon and other relevant factors. Financial planning does not guarantee that a client's financial goals or objectives will be achieved.

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Estate-Planning: Estate-planning information provided on this website is for general informational purposes only and is not intended as legal or tax advice. Citrus Wealth Management and its financial professionals do not prepare legal documents or determine whether an estate-planning document is legally valid or enforceable. Clients should consult with a qualified attorney and tax professional regarding their individual estate-planning needs.

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Third-Party Links: Links to third-party websites are provided for convenience and informational purposes only. Citrus Wealth Management, Peak Brokerage LLC, and Ascentis Independent Advisors do not control and are not responsible for the content, accuracy, or security of unaffiliated third-party websites. The inclusion of a link does not necessarily constitute an endorsement.

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