In a nutshell, we specialize in legacy planning. We guide our clients towards a secure financial future so they can enjoy life with less worries. Our approach is holistic. Clients benefit from housing all major financial needs under one roof with an advisor confidently described as a loyal ally. We are committed to the long game and we are in it to win it.
We are independent registered investment advisors focusing on portfolio management, life insurance and estate planning. George III and his daughter Ashley are the fourth & fifth generations of Chapmans to deliver peace of mind to clients since 1886. We are fiduciaries. We put our clients' needs ahead of our own.
We are independent registered investment advisors focusing on portfolio management, life insurance and estate planning. George III and his daughter Ashley are the fourth & fifth generations of Chapmans to deliver peace of mind to clients since 1886. We are fiduciaries. We put our clients' needs ahead of our own.
Services
Clients hear from us often. We communicate monthly via personalized letter to report on stock market activity, economy, geopolitics and anything that affects your portfolio. We steer clear of political bias to cut right down the middle for your investment summary - a useful tool as we wade through the convoluted waters of daily news.
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