The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy. We are Chapman Wealth Management, an independent financial firm in Sartell, MN.
We have more than 50 years of combined experience creating personalized retirement strategies for individuals, families, and professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to in the services we offer. Instead, we offer you the highest quality education on the choices available to you.
We have more than 50 years of combined experience creating personalized retirement strategies for individuals, families, and professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to in the services we offer. Instead, we offer you the highest quality education on the choices available to you.
Services
A detailed planning process is the best way to establish financial security. Once we get to know you we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.
The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.
Series 24 Series 7 Series 66 Focus Chris provides comprehensive investment planning to both individuals and businesses. Focusing on long term relationship building and wealth management. If a client and advisor relationship is. Focus Tasha provides all the administrative and clerical support for the Chapman Wealth Management team.
You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they'll be there for you to benefit from. When entrepreneurs start a business, the last thing on their minds is succession planning. While many of us don't realize it, we are constantly engaged in subconscious acts of investment planning.
Independent financial professionals are not employees of an investment or financial services firm - they are independent business owners. They have the freedom to provide objective advice and structure their business in a manner that best serves the client's financial goals.
An independent financial professional utilizes a broker-dealer who provides services that include processing investment business, marketing assistance, practice management and education.Founded in 1982 by financial advisors, Prospera is a full-service independent broker-dealer headquartered in Dallas, Texas.
An independent financial professional utilizes a broker-dealer who provides services that include processing investment business, marketing assistance, practice management and education.Founded in 1982 by financial advisors, Prospera is a full-service independent broker-dealer headquartered in Dallas, Texas.
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