Navigating wealth with confidence

At the Chapman Gergen Group, we embrace the concept of one client, one strategy where we guide high net worth families in making informed decisions around their wealth. Through a collaborative process we will help you plan your future while considering your complete financial picture. By leveraging the global resources and capabilities of RBC Wealth Management, we deliver integrated strategies that support both your short-term needs and long-term goals. We understand that your financial goals are unique. Beyond our wealth management expertise, we serve as dedicated relationship managers, gaining a deep understanding of you, your family, your business, and your personal priorities to ensure confidence in your financial journey.

Latest Insights

College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

Read more

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about the Chapman Gergen Group

Strategies of interest

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields
Disclosures

Jay Chapman is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI, WY. California Insurance License # 0L96778.

Jay Chapman, NMLS # 1630404, and Michael Gergen, NMLS # 1547891 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Michael Gergen is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, DE, FL, IL, KS, MD, MN, MT, NC, NJ, TN, TX, VI, WI, WY. California Insurance License # 4458442.

Read additional advisor disclosures.