Chapman Capital Advisors is a Stuart, Florida investment firm where we believe in getting to know you so we can work in partnership to attain your specific goals. We design our client portfolios with a goal of managing costs so that you will keep more of your investment return.
Planning for Life Events
- Becoming Florida residents
- Finances during a second marriage
- Supportive guidance after losing a spouse
- Education for grandchildren
- Selling a major asset
- Income planning with charity in mind
- Readiness for hurricanes
- Diversifying a concentrated stock position
Investment and Estate Planning
- Generating income for retirement
- Discretionary asset management
- Tax aware portfolios
- Fee analysis and fee reduction
- Investing for the next generation
- Reviewing estate plan documents
- Referrals to legal and tax experts
Planning for Changes in Health
- In case of long-term illness
- In case of memory changes
- Health care strategies with an RN
- Household bill pay if you cannot
- Personal trust officer services
- Referrals for personal care services