Chapman Wealth Management

At Chapman Wealth Management, we believe in a personalized approach to financial planning. We understand that every individual and family has unique goals and anxieties, and we tailor our strategies accordingly. With over 50 years of combined experience, our team of experts will work collaboratively with you to create a comprehensive and customized plan that aligns with your unique needs and aspirations.

Our Philosophy

Our financial philosophy is rooted in building strong relationships with our clients and understanding their individual aspirations. We believe in open communication, collaboration, and education to empower our clients to make confident financial decisions. We strive to create a clear and customized roadmap that tackles current financial challenges and proactively plans for the future.

Investment Management

• Customized investment strategies tailored to your risk tolerance and goals
• Regular review and rebalancing of your portfolio
• Access to a diverse range of investment options

Retirement Planning

• Comprehensive analysis of your retirement accounts and potential tax implications
• Development of a personalized savings and investment strategy
• Guidance on maximizing your employer-sponsored plans

Estate Planning

• Creation of comprehensive estate documents including wills, trusts, and power of attorney
• Guidance on minimizing estate taxes and ensuring your wishes are respected

Asset Allocation Planning

• Development of a tailored asset allocation strategy that aligns with your financial goals and risk tolerance
• Regular review and adjustments to ensure your portfolio remains appropriate

Business Succession Planning

• Strategies for transferring ownership of your business and ensuring continuity
• Succession planning is crucial for the future of your legacy and financial security of your family and business.

Our Team

Chapman Wealth Management is led by experienced professionals with deep knowledge in financial planning and wealth management. We believe in open communication, collaboration, and transparency to create lasting client relationships.