Client Profile

At Chapel & Collins, our work is designed to serve successful individuals, families and businesses who expect excellence and have committed themselves to a financially independent future. Our clients:

• Believe that better planning and exceptional asset management are the result of a team-based planning approach using the services of quality independent advisors;
• Want to be involved in the important decisions that impact their financial futures, but want to simplify their lives through the use of professional advisors;
• Find comfort in working with seasoned, highly educated advisors, not sales representatives; and
• Typically have a minimum portfolio size of $300,000.

Some characteristics that exemplify our clients:

• Client Spotlight: Donn and Linda Hopkins   (Archive)
• Focused on family wealth planning issues
• Consider managing money an important, but burdensome task, not a hobby
• Friendly, open minded
• Respected in the community
• Value the advice of trusted professional advisors

Chapel & Collins
Wealth Management

375 East Horsetooth Road
Building 4, Suite 100
Fort Collins, CO 80525
Phone 970-204-1376
Fax 970-207-9701
Map & Directions

1777 South Harrison Street
Suite 1250
Denver, CO 80210
Phone 303-325-7787
Fax 303-459-4701
Map & Directions