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Helping You Sustain Your Legacy

We understand that there are many critical financial functions outside of daily life that can seem complicated and overwhelming. We strive to give our clients a single source to address the following needs:

  • Tactical investment strategies through research and analysis 
  • Retirement asset preservation and volatile market restructuring
  • Risk transfer solutions through insurance planning
  • Educational funding strategies
  • Business needs and analysis
  • Family legacy planning

Welcome to Chapman Financial Partners 

I provide a single conduit for all of these services and coordinate them seamlessly in the background for you.  I take the time to tailor these services specifically to your needs.  I want you to get back to the joy of living and spending quality time with your friends and loved ones. Leave the business of life to me.  I do it every day for families throughout Connecticut.  Let me help you as well and see the difference a friend like us in the family can make.

Contact me today for a free consultation.

Financial Guidance

One-size fits all policies are best left to vacation bike helmets. At Chapman Financial Partners, I specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, I endeavor to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At Chapman Financial Partners, I can solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, Chapman Financial Partners will help you build long-term profitability through short-term planning.

Insurance Services

A good defense is the best offense. Let Chapman Financial Partners surround you and your family with our leading insurance policies.

Our Areas of Expertise

Market Summary

College Planning

Rising education costs require a forward-thinking plan. Chapman Financial Partners can help you prepare for one of life’s biggest investments.

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Tax Planning

Let us help you with the details. We’ll help manage your affairs so tax season doesn’t seem so daunting.

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401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but Chapman Financial Partners will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

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