Doing well by doing good

Value statement

I provide high quality, customized, wealth management services to individuals and their families, non-profit organizations and qualified plans. I also offer independent consulting services to foundations, endowments and trusts. I am dedicated to providing each client with the highest level of service possible.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, foundations/endowments and their assets.
Disclosures

Jeff Chapman is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MD, ME, MI, MS, MT, NC, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV, WY.

Read additional advisor disclosures.