What We Can Do For You
At ChapmanCraig we work closely with our clients to assess their financial situations on a very personalized level. The investment strategy employed depends upon our clients’ financial position and objectives with a focus on wealth preservation, long-term capital appreciation and income requirements.
Our clients have continuous access to our senior managers, ensuring that our advice is based on a thorough understanding of their changing life circumstances. They also have a clear understanding of every action we take with their money thanks to the transparency of our reporting systems.
Our clients benefit from our large network of professional advisors. From experienced tax and estate planning advisors, to accountants and lawyers, we can assist clients on whatever issues they face, providing them with a 360-degree wealth management plan. Our experienced client services team removes administrative burdens from our clients, providing them assistance with compliance paperwork, consolidated asset reviews and tax reporting.