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2800 W Higgins, SUITE 1025
Hoffman Estates, IL 60169
847-841-8650
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The Driven Fiduciary
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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Advice
5
- Sep 6, 2023 College Planning for High Net Worth Families Sep 6, 2023
- Jul 22, 2020 Precautions for Young Traders Jul 22, 2020
- Apr 8, 2020 5 Things to do After a Market Sell-Off Apr 8, 2020
- Mar 4, 2020 Beware of Behavioral Biases Mar 4, 2020
- Apr 30, 2018 To Roth or not to Roth Apr 30, 2018
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Automotive
2
- Jun 12, 2019 Angel Rides 2019 Jun 12, 2019
- Jan 15, 2019 First annual Chicago Toy Run Jan 15, 2019
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Financial Planning
9
- Sep 6, 2023 College Planning for High Net Worth Families Sep 6, 2023
- Mar 14, 2023 ROTH IRAs for High Net Worth Investors Mar 14, 2023
- Jan 20, 2023 Social Security - Time is Money Jan 20, 2023
- Nov 10, 2021 Life Expectancies & Retirement Planning Nov 10, 2021
- Apr 8, 2020 5 Things to do After a Market Sell-Off Apr 8, 2020
- Oct 1, 2019 Refinancing your Home Mortgage Oct 1, 2019
- Aug 13, 2019 4 Money Moves to Make in your 20’s Aug 13, 2019
- Feb 19, 2019 Three Questions to Ask Your Financial Advisor Feb 19, 2019
- Apr 30, 2018 To Roth or not to Roth Apr 30, 2018
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Market Insights
6
- Apr 6, 2022 Yield Curve - What's Going On? Apr 6, 2022
- Apr 6, 2021 The Beginning of the End Apr 6, 2021
- Mar 4, 2020 Beware of Behavioral Biases Mar 4, 2020
- Jan 28, 2020 Navigating Markets During Viral Outbreaks Jan 28, 2020
- Nov 4, 2019 The Potential Pitfalls of Big Data Nov 4, 2019
- Dec 26, 2018 I Walk the Line Dec 26, 2018
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Portfolio Insights
8
- May 8, 2024 The Golden Surge: Unpacking the Reasons Behind Gold's Recent Price Increase May 8, 2024
- May 4, 2022 Beware of Behavioral Biases during Market Volatility May 4, 2022
- Sep 2, 2021 Emerging Investment Themes for the Next Decade - Fintech Sep 2, 2021
- Jul 22, 2020 Precautions for Young Traders Jul 22, 2020
- Jan 28, 2020 Navigating Markets During Viral Outbreaks Jan 28, 2020
- Apr 12, 2019 “Don’t let the Tax Tail wag the Investment Dog” Apr 12, 2019
- Sep 25, 2018 A Guide to MLPs Sep 25, 2018
- May 25, 2017 Sustainable Investing May 25, 2017
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Retirement Insights
1
- Apr 18, 2023 2023 Retirement Themes Apr 18, 2023
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Wealth Insights
2
- Nov 9, 2022 Inflation Implications Nov 9, 2022
- Oct 12, 2021 Family Wealth Reporting - Family Office Services Oct 12, 2021