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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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The three T's of effective trustees
Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving
Five habits of 401(k) millionaires
Although a million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, there’s good news: you don’t have to make $1 million to save $1 million.
Retirement & Longevity
Read
Read
Making a nonfamily successor the head of the family business
Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
Did you know 529s are powerful estate planning tools?
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle
Tempted by the van life? Weigh these logistical trade-offs
What to consider if the van life is calling to your inner nomad.
Family & Lifestyle
Read
Leave a legacy that goes beyond money
Share something of significance and pass on so much more than money.
Estate & Giving
Read
Managing cash, the essential fuel of your business
Learn more about how to strike the right balance with your business’s cash management.
Business Ownership
Read
Great wealth, great responsibility for elite young athletes
High-profile competitors – including those in college – can profit tremendously from name, image and likeness (NIL) deals.
Family & Lifestyle
Make data privacy a priority in 2023
As our lives become more digitally integrated, our data becomes more valuable.
Technology & Innovation
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
Webinar replay - Ten Themes for 2023
1/10/2023
Chief Investment Officer Larry Adam shares the Investment Strategy committee's Ten Themes for 2023.
Markets & Investing
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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

© 2022 Raymond James Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Chapel & Collins Personal Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Legal Disclosures | Privacy policy | Terms of Use

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