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A Personalized Client Experience,
Every Step Of The Way

It's not just a strategy. It's personal.

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.

What We DoFor every step taken,
we smooth the path forward.

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We are Chapman Wealth Management, an independent financial firm in Sartell, MN. We have more than 100 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 focus on building you the right strategy, meeting your risk tolerance and time horizon.

How We Do ItStrategies thatEvolve with you.

How We Do ItStrategies that
Evolve with you.

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Service HighlightBusiness Retirement Plan Development

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Learn more

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Employer-sponsored retirement plans can take many forms, including 401(k) plans, SIMPLE IRAs, SEP IRAs, and other solutions designed for groups and sole proprietors. Chapman Wealth Management works with business owners to evaluate the available options and select a plan that aligns with the goals of the company and the people it serves.

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Who We AreServing clientsfor nearly 30 years

Who We AreServing clients
for nearly 30 years

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our ApproachA Data-Driven Approach to
Building Wealth

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.

So what are the steps?

STEP 01

Introductory Meeting

This is the first part of establishing a fruitful partnership, so be prepared! In this phase we will identify your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.

STEP 02

Exploration Phase

Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.

STEP 03

Detailed Planning

Now it is time to set you up with a plan. Based on the prior discussions, we can deliver an easy to follow roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, risk management, insurance, first time home ownership, estate planning, and detail the steps needed to conquer each obstacle.

STEP 04

Ongoing Aid and Advice

Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.

Any Questions?
We’ve Got Answers

Talking about money shouldn't be stressful or complicated. Whether you’re curious about how we build portfolios, how we get paid, or if your nest egg is ready for retirement, you’ll find straightforward answers below. No jargon—just honest guidance to help you make informed decisions.

Have More Questions?

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  • 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. Prospera oversees our investment recommendations as a third party. They also support us as we conduct business for our clients. Prospera has been named Broker-Dealer of the Year 7 times by Investment Advisor Magazine: 2009, 2010, 2012, 2014, 2015, 2018 and 2019.

  • Headquartered in St. Louis, Missouri, First Clearing is one of the largest third-party custodians, or holding companies in the financial services industry. They hold assets for several major firms. First Clearing is a member of the New York Stock Exchange, NASDAQ and other major exchanges and is a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

    First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

  • The licensed individuals within Chapman Wealth Management are subject to compliance, reporting and regulations set by the Securities and Exchange Commission (SEC) and the Financial Institutions Regulatory Authority (FINRA). Our team members are also responsible to stay in continued dialogue with the compliance division of Prospera over investment recommendations. Serving as a fiduciary to our clients’ needs is at the forefront of everything we do.

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Get StartedWe're here for you!

We manage assets for individuals, families, and business retirement plan solutions providing investment management, and financial planning services.

Click below to set up a call with us today!

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