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 focus on building you the right strategy, meeting your risk tolerance and time horizon.
Create an investment strategy that's right for you.
Steps to consider, to pursue the retirement you want.
Manage your affairs during your lifetime and beyond.
We look forward to helping you and your loved ones explore their financial goals.
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.
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.
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.
Chris ChapmanVice President, Financial AdvisorDan ChapmanPresident, Financial AdvisorTasha Chapman Senior Client Services Associate
“We aim above the mark to hit the mark.”
—Ralph Waldo Emerson
“ The future belongs to those who believe in the beauty of their dreams. ”
“ If you can dream it, you can do it. ”
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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