In a nutshell, we guide our clients towards a secure financial future. We work 7 days a week so you can actually live your life without financial worries. We utilize a holistic approach with investments while serving as a general fiscal hub for our clients. They benefit from housing all major financial needs under one roof with an advisor whom they may confidently describe as a loyal ally. We are in it with our clients for the long haul. Our main functions include portfolio management, life insurance, and legacy planning for individuals and businesses. We are independent registered investment advisors owned by George B Chapman III CFP® CFA JD CPA MBA. Five generations of the Chapman family have been providing financial services since 1886. Our family heritage is a cornerstone of our culture. Whether your goal is wealth creation, income generation or capital preservation, we will design, execute and monitor your customized portfolio.