At Chapman Private Client Services, we specialize in delivering financial solutions that align with your unique goals and lifestyle. From comprehensive wealth management and strategic tax planning to estate and retirement planning, our team of experienced financial advisors is dedicated to offering personalized guidance that aims to protect and grow your assets.
Whether you’re managing substantial wealth or preparing for the future, we take a client-centered approach to help improve your financial stability and peace of mind.
Discover how Chapman Private Client Services can help secure your financial legacy.
There may be a tax storm brewing and it could put your retirement stability in jeopardy. In the past, it was common to expect to be in a lower tax bracket in retirement. With astronomically high national debt, however, the pressure to increase taxes is higher than ever.
Zero-tax planning focuses on reducing tax liabilities by utilizing strategies like Roth conversions, LIRPs (Life Insurance Retirement Plans), and tax-free income sources. At Chapman Private Client Services, we help you transition to the 0% tax bracket, aiming to eliminate taxes in retirement and preserve more of your wealth over time.
Asset protection strategies aim to safeguard your wealth from unforeseen risks – and those that we know exist, like sequence of returns risk, longevity risk, and long-term care needs. We assist in creating legal and financial structures designed to protect your assets. By working with you to identify potential vulnerabilities, we offer solutions tailored to preserve your wealth and financial resources over time.
Legacy planning is about creating a meaningful financial strategy that reflects your goals for wealth transfer and philanthropy. We help you explore options like trusts, charitable giving, and wills to structure your estate in a way that celebrates your values and makes certain your family or chosen causes are supported.
Investment planning balances growth with risk management, while also focusing on tax efficiency. At Chapman Private Client Services, we help you build a diversified, tax-efficient portfolio that aligns with your goals, time horizon, and risk tolerance. Our approach adapts as your circumstances evolve so your investments remain aligned with both your financial objectives and tax strategy.
Insurance planning involves selecting policies that help manage financial risks. From life insurance to long-term care, we help you identify the coverage that fits your situation and future goals. Our approach integrates insurance into your overall financial strategy so that your protection aligns with your broader objectives.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and CPCS are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. We do not provide tax advice – please seek a licensed tax professional if you have tax questions.Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. The Elite POZ Advisor Group is an indication that the financial advisor has attended training provided by The Power of Zero, passed a comprehensive exam, met minimum annual production requirements, and other membership qualifications and does not constitute an endorsement of any kind. Membership does not guarantee investment success and does not ensure a higher level of performance or results.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
Chapman Private Client Services is not affiliated with or endorsed by the Social Security Administration or any other government agency.
© 2025 All Rights Reserved.
