09/03/2024
Forbes Top Next-Gen Wealth Advisors Best in State James F. Chapman
Hoffman Estates, IL – We are thrilled to announce that James F. Chapman, Senior Wealth Advisor at Clearwater Capital Partners, has been named among the professionals on the Forbes Top Next-Gen Wealth Advisors Best in State ranking, as compiled by Shook Research. This recognition is a testament to James's unwavering commitment to his clients and his expertise in the wealth advisory field.
Forbes, one of the world's most respected business publications, has partnered with Shook Research to identify and honor a select group of rising stars in the wealth advisory industry. This year, James ranked at #31 in Illinois, up from his #34 ranking in 2023 and #44 the year before that. His dedication to providing personalized, forward-thinking financial guidance has made him a trusted advisor to high-net-worth and ultra-high-net-worth individuals and families of Clearwater Capital Partners. Advisors appearing in the Forbes Best-In-State ranking are chosen based on qualitative and quantitative criteria. The selection process is directed by SHOOK Research; an independent research firm retained by Forbes. SHOOK conducts an in-depth interview, along with a comprehensive review of industry experience, compliance records, revenue levels, and assets under management.
James's comprehensive approach to wealth management and perspective on the next-generation clientele has set him in a unique position. His ability to navigate the complexities of family wealth dynamics and manage tailored strategies for his clients has earned him a positive reputation within the industry. Whether helping clients build retirement plans, manage investments, or preserve wealth for future generations, James's commitment to excellence shines through in every aspect of his work. James's recognition on the Forbes Top Next-Gen Wealth Advisors "Best in State" ranking has further attested to the firm's commitment to providing top-tier wealth management services to multiple generations of families.
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, Independent Registered Investment Advisor (RIA). The firm provides Multi-Family offices and comprehensive wealth management services to successful individuals and families. The firm’s Retirement Plan Solutions group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA-governed retirement plans.
SHOOK Disclosures
SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications, and research partners. Since every investor has unique needs, investors must carefully choose the right Advisor for their situation and perform their due diligence. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions on how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.