Gregory M. Chapman, CPWA CEPA- Morgan Stanley

About Us

Our practice focuses on delivering tailored wealth management solutions to business owners, families, and retirees. From investment strategies and tax-efficient financial planning to risk management and generational wealth preservation, we aim to simplify the complexities of managing financial success.

As a second-generation business owner, I bring firsthand knowledge of the unique challenges and opportunities facing family enterprises. Additionally, we provide strategic guidance on mergers, acquisitions, and liquidity events, leveraging extensive resources and collaborative partnerships to ensure your business transitions align with your financial and legacy goals.

For those with unique interests, such as aviation, real estate, or global travel, we offer specialized insights and strategies to align these passions with your broader financial objectives.