Chapman Capital Advisors | Client Portal

Retirees

You worked hard and made the tough choice to save money. You have successfully retired but, like many retirees, want to make sure you can at least maintain your lifestyle. At Chapman Capital, we view this as a sacred duty to clients.

Pre-Retirees

Chapman Capital helps peoples plan for and successfully transition into retirement. We are a comprehensive financial planning firm, focused on helping you get the most out of your money in retirement, as you did throughout your working years.

Business Owners

We assist founders, presidents, and CEOs to navigate financial decisions in and out of their business – things they plan for or prey never happen.

Healthcare Providers

You know that value isn’t in the scalpel, it is in the skill and knowledge to use the scalpel for the betterment of the patient.  The same is true for wealth management.  A national brand and investment products are scalpels.  You need a skillful and knowledgeable advisor to get the financial outcome you want. 

Lawyers

While there is a limit to how many hours you can bill, your investments can work for you 24 hours a day, seven days a week.  In consultation with you, we develop a comprehensive financial plan that reflects your unique opportunities, goals, and risk tolerance. 

Our approach is centered around communication and transparency.  Work with our firm and you’ll know how your money is invested, and why. You’ll know how your accounts are performing, and you’ll know the fee you are paying.

Investment Planning

  • Asset Allocation Review
  • Income Stream Analysis
  • Portfolio Fee Analysis
  • Investment Management
  • Tax Loss Harvesting
  • Independent Manager Selection

Financial Planning

  • Retirement Planning
  • Estate Tax Reduction Strategies
  • Family Gifting Programs
  • Inheritance Planning
  • Planning for Liquidity Events
  • Social Security Claiming Strategies

Insurance Planning

  • Annuity Performance
  • Annuity Fee and Policy Review
  • Life Insurance Needs Analysis
  • Life Insurance Policy Review
  • Long-Term Care Protection Strategies

Chapman Capital Advisors professionals hold the CFP®, CFA® charter, and AIF® designations. How do these credentials benefit me as a client?

We believe expertise and continual learning differentuates some advisors from others. At CCA, our company principals and directors have pursued graduate-level training from either MBA school, professional designations, or both. This means your team of advisors has deep knowledge of personal financial planning, trust and estate administration, and securities analysis.

Many competing firms outsource financial planning or investment selection to experts who work at company headquarters somewhere else. At Chapman Capital Advisors, our CFP® (Certified Financial Planner) and CFA® (Chartered Financial Analyst) experts are in-house. This means we are deeply engaged in the management of our clients’ assets because we do all the work ourselves. Our clients know we understand them individually, and this helps them feel comfortable hiring us as their family advisor.