What We Do

Private Client Services

You've worked hard over the years accumulating wealth, but like a lot of people, you may feel that:

• You lack the time to devote the attention required by your personal finances;
• You lack the desire and can always find a million other things you'd rather be doing; or
• You have no idea where to begin.

At Chapel & Collins, we strive to help our clients:

• Sort through complex wealth management issues by providing education and options that will lead to informed decisions about their futures;
• Provide independent, unbiased solutions using an objective, fee-based approach;
• Achieve the financial freedom/independence that comes from having a solid plan in place; and
• Develop strategies that will effectively transfer wealth, making a difference in the lives of their families and in the communities they live in.

In today's complex and busy world, effective planning for the long term means making sure your plan stays on track – whether the wind is at your back or the seas are rough.

Retirement Plan Services

An important component of attracting and maintaining the best employees is an effective and efficient employee savings/retirement program. With a plethora of choices, it is difficult for a business to determine which option is in the best interests of its employees and owners. Considerations should include:

• Which plan will be most appropriate for your business and your employees? We have resources available to help you make that very important decision, whether maximizing the benefits of an existing plan, modifying the plan or simply searching for a new plan provider.
• Will the employer also act as plan trustee? If so, this will create personal fiduciary risk. There are ways to help reduce this risk that should be addressed.
• Who will educate your employees on the merits of retirement savings? We take pride in the various credentials our principals have obtained, allowing them to provide answers to the many questions your employees may have.
• Who will provide investment selection that is appropriate for each plan participant? Our clients value being able to provide their employees access to personalized advice from an independent local advisor.

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