Skip to content
Chapel & Collins Personal Wealth ManagementChapel & Collins Personal Wealth Management
  • Home
  • About Us
    • About Us
    • Dennis Collins
    • Stephen West
    • Brian Estep
    • Nicole Rockett
    • Nicole Hankins
    • Julie Logan
    • Designations
    • About Raymond James
  • Our Clients
    • Our Clients
    • Families and Individuals
    • Pre-Retirees
    • Retirees
    • Business Owners
    • Institutional Consulting
    • Corporate Retirement Plan Consulting
    • High Net Worth
  • Services
    • Services
    • Investment Management
    • Financial Planning
    • Estate, Charitable Giving & Trust
    • Retirement Planning
    • Risk Management
    • Alternative Investments
    • Tax Planning
    • Multigenerational Asset Transfer & Planning
    • Corporate Retirement Plan Consulting
  • Resources
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
    • Black Diamond
  • 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 and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Lifestyle
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Education
    • Goal Planning
  • Media
    • Article
    • Infographic
    • Video
Cashing in on collections
Collectibles can appreciate in value, but are they a solid investment?
Family & Lifestyle
Your heirs want transparent, proactive conversations
Communication plays a critical role when it comes to successfully maintaining wealth and family harmony for generations to come.
Estate & Giving
Watch Video
View
The roles of trusts [INFOGRAPHIC]
These precise, tax-efficient tools can help ensure your hard work is paid forward in the ways you envision.
Estate & Giving
Your guide to marriage and money
Love and money can be complicated. Here’s how to deal with finances before, during and – if needed – after marriage.
Family & Lifestyle
Comparing SBLs and student loans to cover tuition
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Family & Lifestyle
Read
7 ways to boost your savings
Discover smart options to grow your savings.
Retirement & Longevity
Read
Long-term care insurance can support your future flexibility
Asset-based long-term care may be a worthwhile addition to your financial plan.
Retirement & Longevity
facebooklinkedin

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.

© 2024 Mercer Advisors. All Rights Reserved. If you have questions related to our terms and conditions please email privacy@merceradvisors.com.

Terms & Conditions | Privacy Notice | Form CRS | Personal Information Collected | Your California Privacy Choices