Proper wealth management looks at both sides of the balance sheet, both the assets and the liabilities. For most people, their home mortgage is one of their largest liabilities to manage. Given the amount of clients who have asked about this recently, I put together a quick video on what a refi is, some things to watch out for, and when it makes sense.
James f. chapman, awma
James F. Chapman AWMA®, is a Wealth Advisor and the Chief Innovation Officer of Clearwater Capital Partners. James joined the firm in 2010 and completed a series of summer intern assignments. Later, he transitioned to a full- time client facing Wealth Advisor in the Clearwater Residency Program.
Today, as Wealth Advisor, James works directly with successful individuals and families. His clients include business owners, medical professionals, entrepreneurs, and charitable foundations. His areas of expertise include lifetime income modeling, integrated portfolio management, and comprehensive financial planning. James works alongside the firm’s Senior Partners on advanced Family Office cases, providing tailored advice to multiple generations of the firm’s client families.
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