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Chapel & Collins Personal Wealth ManagementChapel & Collins Personal Wealth Management
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    224 Canyon Ave., Suite 110 Fort Collins, CO 80521 T: 970.204.1376 T: 303.325.7787 TF: 888.755.0505
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Ensure peace of mind with an heir preparation packet
Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.
Estate & Giving
Generous estate and gift tax exemptions may end soon
Now’s the time to review your estate and gifting plans.
Estate & Giving
Read
Read
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Estate & Giving
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Read
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving
Read
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
Read
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your val...
Estate & Giving
Aligning wealth with purpose this holiday season
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
Estate & Giving
Estate planning complexity with the rise of new technologies
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
Family & Lifestyle
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In-depth planning from trusted financial guides

Chapel & Collins Personal Wealth ManagementChapel & Collins Personal Wealth Management
  • Fort Collins Office 224 Canyon Ave., Suite 110 Fort Collins, CO 80521
  • T 970.204.1376
  • T 303.325.7787
  • TF 888.755.0505
  • Map & Directions
  • Map & Directions

Chapel & Collins is a tradename. All services provided by Chapel & Collins investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Chapel & Collins.

Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.

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