Meet the Chapman Wealth Team
I create thoughtful, straight-forward financial strategies for families as they navigate the challenges of retirement, eldercare and estate planning. It’s my commitment, my mission and my passion to clarify the options, craft a solution and deliver financial peace of mind. Chapman Wealth Strategies
In my role as a financial advisor, I believe that smart decisions about money begin with a clear understanding of the options available. That’s why I focus on ensuring that my clients have access to the information, education and personal advice they need so that they can confidently choose a financial solution that’s right for them.
No two situations are alike, so I access all of the tools and resources available to me to address investment, tax, retirement and estate planning issues. I also continue to broaden my education and training on the financial implications of divorce, blended families, critical illness and eldercare – just to name a few.
I approach each client situation with my heart open and my eyes and ears focused on the future. By being fully engaged and fully committed to each relationship, I can craft personalized, straight-forward written strategies with key benchmarks and milestones along the way.
In short: it’s my commitment, my mission and my passion to clarify the options, craft a solution and deliver financial peace of mind.