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Chapman Capital Advisors
Need More Coupons - MyLivingMagazine.comCommunication And Transparency About Your Financial Future
Chapman Capital Advisors has an artisan’s approach to wealth management. Locally owned and operating, Jay Chapman pours his heart and soul into working with clients. Jay says “Clients ask important questions like, ‘Can I retire? How will I get income in retirement? Will my money last? How should my money be invested?’ We work in partnership with clients so they can con dently answer these questions. Chapman Capital builds portfolios to meet each client’s unique nancial situation, as not every investor has the same investment goals and risk tolerance. ese well-managed portfolios are comprised of investments thoroughly researched by Chapman’s rm. Money Jay’s knowledge comes from working with clients for more than 25 years. Beginning in 1995, Jay started working for a couple of large brokerage rms Talks before becoming an independent Financial Advisor in 2009. In 2017, Jay partnered with Will ompson and together they have been the driving force behind the success by Jay Chapman, CFP® of Chapman Capital Advisors. Along with the experience they bring to the table, their client-centered approach ensures that the old investment adage “know what you own” All the opinions expressed applies to their client’s knowledge about their investments. “Educating our clients has been a huge key to the success of our clients, “Jay says. in this article are that of the authors and should not be considered Building trust with their clients is another reason for their clients’ success. In the in- nancial advice for your vestment world, it’s common to encounter commission-based nancial advisors. is individual portfolio. isn’t the case at Chapman Financial Advisors. Will says, “We are fee-only advisors, which aligns us with our clients.” For clients, knowing that their advisors are If you would like toconcerned with their individual long-term goals rather than making a he y commis- learn more about this sion strengthens the trust they have in their services. Because of this, Jay says, “ e relationships we have with our clients become more than a business relationship.” topic or have your complimentary portfolio Apart from being a nancial advisor, Jay is the proud father of 4-year-old son named reviewed please contact Henry and his two yellow Labrador Retrievers (Louie and Chappy). Jay enjoys gol ng, Jay Chapman, CFP® shing, and taking the boat out on most weekends. One charity that he’s regularly at Chapman involved with is Project Li – a local organization aimed at helping our youth gain important life skills. Capital Advisors 772-320-9658 or email Will is also involved in a local charity called Light of the World, a pediatric dentistry Jay@ChapmanCapitalAdvisors.com charity serving underprivileged children of the Treasure Coast. ere, he serves as a board member and Treasurer. Will shares, “Dental health is similar to investing, in that good habits formed early pay o over a lifetime.” Also, a family man, Will is married to the former Darcie Sweet, a Stuart native who attended Martin County Schools throughout her youth. e ompsons are also the proud parents of two wonderful children, 13-year-old Finn, and 6-year-old Ella. Most nights and weekends you can nd the family involved with one of their children’s activities. As established and hard-working members of the community, Jay and Will have proven that they’re dedicated to putting client’s needs rst. Whether it’s taking care of their own families, supporting charities, or providing the best possible advice to their clients, the team at Chapman Capital Advisors is here to help. If you have questions on this article or would likes to schedule a free nancial review, please contact Jay Chapman at 772-320-9658 or email Jay@ChapmanAdvisors.com
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3727 SE Ocean Blvd., Suite 204, Stuart
