10/02/2023
James Chapman Earns Spot on Forbes Top Next Gen Wealth Advisors Best in State Ranking
HOFFMAN ESTATES, IL – We are thrilled to announce that James Chapman, Wealth Advisor and Chief Innovation Officer (CIO) 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 financial advisory field.
Forbes, one of the world's most respected business publications, partners with Shook Research to identify and honor a select group of rising stars in the wealth advisory industry. This year James ranked at #34 in Illinois, up from his #44 ranking in 2022. His dedication to providing personalized, forward-thinking financial guidance has made him a trusted advisor to 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 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 stellar reputation within the industry. Whether helping clients build plans for retirement, manage investments, or preserve wealth for future generations, James's commitment to excellence shines through in every aspect of his work. Clearwater Capital Partners, where James serves as a key advisor and member of the operating committee, is equally proud of his achievement. The firm's dedication to providing top-tier financial services to multiple family generations has undoubtedly been reinforced by James's recognition on the Forbes Top Next Gen Wealth Advisors Best in State ranking.
“We look forward to witnessing his continued success and contributions to the world of wealth advisory. We are excited to see how he will continue to elevate the standard of excellence in serving our clients and the Next Gen families. His inclusion on the Forbes list is a testament to his exceptional skills and career development over the last 10 years. It reaffirms his status as one of the industry's best. We congratulate James Chapman on this well-deserved recognition.” said Al Krause, Chief Financial Officer of the firm.
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, Independent Registered Investment Advisor (RIA). The firm provides Multi Family Office 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 own situation and perform their own due diligence. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for 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.